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

To: Carl R. who wrote (1851)	2/13/1999 10:59:00 PM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 3069

>>Maybe I'll catch Donald Fuller (of course, he's probably buying more, too. <G> Tempting but holding my fire for now. I have a feeling there is further VECO misery before the inevitable slingshot back upward. VECO has one of the highest betas in all of techdom and there is a clear direction to this beta trip. They'd better do something very smart with the proceeds from their secondary because it sure caused a negative share price hit. Suddenly my AMAT and PRIA are making poor VECO look absolutely flat. AMAT has rocketed to my # 1 holding and PRIA is also breathing down VECO's neck. If the AMAT - VECO imbalance widens, I may sell some AMAT and buy some VECO. Don