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


To: Stitch who wrote (1589)10/29/1998 8:51:00 PM
From: j. w. kampfe  Read Replies (2) | Respond to of 3069
 
look for another house to initiate coverage tomorrow, prudential. couldn't tell you more if I knew.

I hope for all of you guys it's a positive rating (buy, or strong buy). We will know before the open tomorrow.

good luck

jamie



To: Stitch who wrote (1589)10/30/1998 5:56:00 AM
From: Antonius Chen  Respond to of 3069
 
Stitch,

What do you think of this downgrade? It seemed rather late to start cutting ratings now when more and more analysts think the semi industry is bottoming and will start to pick up soon. (look at AMAT, KLAC, TER)

Where was this Michael O'Brien 4 or 6 months ago, that he kept a "strong buy" on VECO and just started to cut yesterday? He is a semiconductor capital equipment analyst and could this be another case of throwing the baby out with the bath water?