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

To: Carl R. who wrote (1844)	2/13/1999 9:41:00 AM
From: Berk	Respond to of 3069

Carl, and when we then become insiders ourselves because we bought so much we will at least know who not to go to float the secondary when we want to sell! Some of your other posts got me thinking (yes, yes, I know): your arbitrage of AMAT vs VECO shows VECO a buy and AMAT a sale. In a category (metrology) specific arb I looked at KLAC vs VECO and it too shows that VECO is a buy but it also shows the relative performance of the two and how VECO's performance is increasing over time ('95 forward). I have only begun to analyze it but it looks like it is worth the effort. By the way: "Pain makes man think, thought makes man wise, wisdom makes life endurable." Due to a high pain threshold I've never been able to figure out where I am in that cycle!