My current buy list is VECO, PXLW, POWI, STTS and AMCC. Veeco has passed all my analysis. It is a risky play because of the vulnerability to competition. I figure that if Veeco's customers are happy, they are unlikely to be very interested in changing anything this close to their livelihood. It has to be right. The gloom and doom about the chip business is good news for the long term investor. It creates the value relationship and the buy opportunity. If the chip volumes don't come back next year, who cares? The professionals, that's who. They have to show progress every quarter. When things perk up, the stocks will rise and the pros will be recommending the stock. Not for us though, we already own the stock at a much better basis. That is how the little guy can beat the daylights out of the Wall Street pros.Another very positive indicator is how dead this board is. Dead Fool boards are an important buy signal. Not sufficient but an important indicator. I have done my homework on this stock and I want to own the company. I will buy at market today.Ken
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