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

To: Zeev Hed who wrote (1685)	12/27/1998 1:11:00 AM
From: Carl R.	Read Replies (2) \| Respond to of 3069

As a company I prefer VECO, but short term I prefer AMAT as VECO is currently reflecting a very high premium over AMAT. Carl

To: Zeev Hed who wrote (1685)	1/9/1999 10:33:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 3069

Zeev, over the years when I disagree with you, I do so at my own peril. As you recall we disagreed on in late December as to whether AMAT or VECO would perform best in the next leg up. Since the christmas break AMAT is up from 43.9375 to 55.5 (26%) while VECO is up from 52 to 57.625 (11%). At this point VECO is a better value in my opinion. I also posted that I liked ZIGO as well, and it is up from 8.84 to 12.875 (46%). I still think that ZIGO is the best bargain here. Oh and you might check out AXC and let me know what you think. Carl