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Technology Stocks : Veeco Instruments-Who? -- Ignore unavailable to you. Want to Upgrade?

To: Mitchell who wrote (1441)	8/25/1998 10:59:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 3069

I did forget to mention that the fiscal years don't line up. VECO and NVLS are on calendar years. KLAC gets hurt the most by this error since calendar year 1999 includes 2 quarters from FY99 and 2 from FY00, and they are projected to make .88 in FY99 and 1.60 in FY00. Thus in calendar year 1999 KLAC should make more like $1.20. AMAT is also shifted, buy only by one quarter, so they may make more than the $.66, but probably not that much more, in calendar year 99. Still VECO is still underpriced relative to this group. Carl