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

To: Zeev Hed who wrote (1847)	2/13/1999 4:19:00 PM
From: Mark Ivan	Read Replies (1) \| Respond to of 3069

Zeev, besides that one day of 3MM shares, it just doesn't seem like the volume is that great here, indicating a mass exit due to fundemental changes. Maybe the MM were net short on the runup to 60 and have used the secondary and an excuse to pull the price back, cover, and load back up for the next ramp up. At least, that is what I hope. Time will tell. Mark

To: Zeev Hed who wrote (1847)	2/13/1999 7:14:00 PM
From: Carl R.	Read Replies (1) \| Respond to of 3069

Zeev, the eggplants just keep saying to buy more VECO. VECO does this all the time (takes a deep snooze for no apparent reason), and scares the devil out of you. But knowing that the fundamentals are sound helps make me relatively fearless with this stock. I can't think of any other stocks in the semi-cap or disk-cap sectors which have grown as fast as VECO over the last two years. Only a very few were profitable last quarter. Most did not have a positive BTB last quarter. I trust VECO, and will just keep buying here. Maybe I'll catch Donald Fuller (of course, he's probably buying more, too. <G> In my view this stock will pass $100 this up cycle. Carl