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

To: Donald B. Fuller who wrote (1972)	3/24/1999 3:07:00 PM
From: Berk	Respond to of 3069

Unless Zeev knows of something other than the ZYGO/IBM relationship that you referenced then what we could be seeing is a selling climax of sorts combined with portfolio dressup (down in this case) by fund managers. I would prefer that it took place a couple of days from now but...

To: Donald B. Fuller who wrote (1972)	3/24/1999 4:50:00 PM
From: Donald B. Fuller	Read Replies (2) \| Respond to of 3069

I wrote: >>True. However, I believe VECO's Ion Beam Deposition equip relationship with IBM for MR and GMR DD production is stronger than ever. Need to update this w investor relations.>> I checked this with VECO IR today. The above is incorrect. It appears IBM really did react badly to VECO's Digital Acquisition and there is not a significant VECO-IBM relationship at this time. VECO's present major accts are SEG, QNTM, Read-Rite, Applied Magnetics and several others that I cannot immediately recall. She did say they are comfortable with analyst's current quarterly estimates and from VECO's perspective, they have no new announcements to explain the share price drop. I am disappointed about this IBM development though. Don