Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Carl R. who wrote (2143)	5/29/1999 11:17:00 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 3069

Hey, it run all the way to $89, you know IOleft a good 30% on the table, when will I learn? At least I got the first trip on NVLS to within a buck of its top, some consolation. As for playing with fire, long term, I think that RMBS is a no brainer, the price differential will dissipate as production ramp up occurs, and unless INTC deserts the RMBS approach, IBM's "protestations" will be for naught, IMHO. I am ready to jump back in if $69 holds, and if it does not, I'll have few GTC between $45 and $52, the time frame is quite compressed. If RMBS fails here, it goes down some $20 in a very short time. As for VECO, if the semis get murdered (a nd that double top on ths SOX at 428-429 is looking mighty ominous), we could see super cheap stuff coming down the pike, I have taken out my GTC (it did not go much under $29, but made a new lower low, so beware) for the time being. I hate those losing trades, but overall, VECO has been so good to me, I cannot complain (VBG). Zeev