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To: Zeev Hed who wrote (17471)12/17/1998 9:27:00 AM
From: Carl R.  Read Replies (1) | Respond to of 18056
 
I agree that seasonal strength is coming. But VECO is clearly valued highly relative to the sector and is not attracting buying interest at these prices. Considering that AMAT and VECO have alternated being higher and now VECO is 10 points higher than AMAT I see more potential in owning AMAT at this point. When money flows back into the sector it will flow to AMAT first.

Carl