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

To: Stitch who wrote (2145)	5/29/1999 12:30:00 PM
From: Zeev Hed	Respond to of 3069

Stitch, no I am not watching IVAC or ZYGO (I should probably), but watching some 20 or so Semi and Semi equipment (as well as IDTC, HAUP and few other which I am out of for the time being in both case, for both I am watching if 20 ($21.5 for HAUP) will hold. Zeev

To: Stitch who wrote (2145)	7/30/1999 9:14:00 PM
From: Carl R.	Read Replies (2) \| Respond to of 3069

Any comments on the latest acquisition by VECO? Looks like a good fit to me. I've been wondering why that hadn't done any yet, and figured that with the semis taking off they had missed the boat. On the other hand with the disk sector still in the dumps, I guess now is a good time to improve their position in the disk sector. In the past they have been very wise about their acquisitions, and have done a fantastic job of integrating the acquired companies into the whole. I don't expect this time to be any different. Carl