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

To: Stitch who wrote (1520)	9/27/1998 6:43:00 PM
From: John McCarthy	Respond to of 3069

Stitch ... Hi. I was lurking and caught your post. I am an investor in PTIS and for this reason very much interested in PhotoMask and Thin Film Head. PTIS intends to come out with a PVD product some time in March 99 that I think will compete against VECO. I am not a techie knowledgeable person, and therefore, would appreciate any comments or thoughts you might see in this. Currently, SEG, Applied Magnetics, and ReadRite are customers of PTIS. (As they probably are of VECO). (I also suspect but cannot prove that PTIS sells to IBM) The post below is from Yahoo and pertains to a recent Conference call. messages.yahoo.com@m2.yahoo.com messages.yahoo.com@m2.yahoo.com messages.yahoo.com@m2.yahoo.com Regards, John McCarthy

To: Stitch who wrote (1520)	9/27/1998 11:32:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 3069

Stitch ... This is a follow-up post from my first post. A person who actually sells into this market (TFH) wrote the following concerning your question. You: I am curious to know if anyone knows what the alternative deposition methods/equipment are for GMR thin-film layers? Their response: For creation of the actual GMR stack (that is the specific stack of materials that sense the magnetic transitions on the disk), it is either Ion Beam Deposition or Sputter Deposition. And the race is far from being decided, either in terms of technology or vendor. (The main players right now are CVC, Commonwealth and Veeco). Remember that there are many other films to be etched and deposited in the whole thin film head (MR or GMR). I hope this helps you. Regards, John McCarthy