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

To: Zeev Hed who wrote (2142)	5/29/1999 11:05:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 3069

I agree that the RMBS news won't help the other semis either, but it is no surprise. In order to get people to pay 50% extra for a product you really need to provide some benefit, and a neat name doesn't cut it. TER should also be hit next week. Without the RMBS news I thought that early next week would be fine, but now I'm not so sure. It depends how widespread the damage is. Congrats though on playing with fire (RMBS) and not getting burned. I'd expect a few other defections to follow IBM, by the way. Companies like DELL that have no R&D may blindly follow Intel, of course, since they don't realize they are paying extra for no benefit. <G> Carl

To: Zeev Hed who wrote (2142)	5/29/1999 12:20:00 PM
From: Stitch	Read Replies (2) \| Respond to of 3069

Zeev, <<The glimmer of light is a possible reversal in INTC, if it hold, the down swing might not be too bad, IMHO. Then VECO under $30, is, as usual, a steal. I am not in yet>> I am long IDTC at an avg of 16 and am planning to lay in some more Monday. I missed what I think was the bottom BTWDIK. Veco continues to be a quandary to me however. As is Zygo where I have some serious averaging to do. DD guys are ordering equipment again but very very selectively. It is like no one wants to turn on the faucet again so everyone is gathered around trying to catch a drip here and there. Some exceptions are automation however and I like Zygo's position on that score. I see automation starting to take on new levels of importance in the planning that I hear about. I also like Zygo's position in flying height testing which is seeing a resurgence of interest. Veco's real strength still lies in its GMR processing capabilities. I have been wondering if IVAC will ever be a play again. Do you watch it at all? Best, Stitch