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

To: Zeev Hed who wrote (1756)	1/28/1999 11:36:00 AM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 3069

>>So, what have you got to say about VECO right now?>> Short term toppy, IMHO. Long term - a no brainer. I've actually lightened up my VECO position a bit in the last month, mostly for reasons of diversification (When it shot up a month or so ago, VECO grew to greater than 25% of my portfolio - a bit much for one stock - no matter how impressive the company). Now I've got it back to ~ 20%. One recent event that bugs me about VECO is their secondary offering, 2/3rds of which will do zero for common shareholders except dilute their eps - first time in 4 years I've had any reason to be annoyed with VECO. Don