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

To: Bruce A. Thompson who wrote (1749)	1/26/1999 9:24:00 PM
From: Stitch	Read Replies (2) \| Respond to of 3069

Bruce, Way Off Topic I too have been attracted to the oil patch with a minor investment in GLM lately. I will take a look at FGI. Especially insofar as their prowess in deep water, floating rigs. By the way Zeev and Justa, I agree 100% re: the Sox and would be very interested in any of your ideas. (Nice short play Justa. I am still riding a substantial short on WDC from 21). Best, Stitch

To: Bruce A. Thompson who wrote (1749)	1/26/1999 10:07:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 3069

*OT* Bruce and Stitch, I think the oil patch is still premature, GLM is a good potential acquisition target and could probably be played for that, but it could also be "dead money" for sometime. Stitch, once you see your part of the world on a real recovery and YOY GDP's in hose countries growing (or at least expected to grow) back at 5% to 7%, then oil consumption will increase above production again and price will rise and with it the whole sector, IMHO. I do not see that in the immediate future, not when the CRB is making new lows. Zeev