Table of Contents
VEECO INSTRUMENTS INC. US Bancorp Piper Jaffray Technology Conference May 13, 2003
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VEECO 2003 INVESTMENT THEMES
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WHAT OUR PRODUCTS DO: enable the creation and measurement of nanoscale devices
Q1 OVERVIEW…ahead of expectations
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Q1 ORDERS …Sequential order growth in Data Storage and Wireless
VEECO ORDERS BY MARKET (Q103)…up 4% over prior year
Q103 REVENUE…
VEECO’S TOP 12 CUSTOMERS (Revenue Q103)
Q203 GUIDANCE…markets stable, order trend improving
MARKET TRENDS
DATA STORAGE…80 GB introductions proceed, Veeco orders up 22% Y/Y, 67% Q/Q
DATA STORAGE …80 GB introductions proceed
MARKET TRENDS – DATA STORAGE…areal density increases 60% per year
NEXT GENERATION THIN FILM HEAD STACKS… demand new materials and thinner films
VEECO’S UNIQUE RANGE OF PROCESS TECHNOLOGIES WILL ENABLE NEXT GENERATION DATA STORAGE AND WIRELESS DEVICES
VEECO’S LEADING DATA STORAGE CUSTOMERS
SEMICONDUCTOR …orders up 26% Y/Y…continued AFM adoption for 130nm
DIMENSION X3D- NEW APPLICATION EXPANDS MARKET OPPORTUNITY
SIA ROADMAP LEADS TO EUV TECHNOLOGIES
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VEECO’S SUCCESS AT LEADING SEMI COMPANIES
WIRELESS …Q1 orders up 25% sequentially
GROWTH IN UNIT SALES OF CELL PHONES DRIVEN BY NEXT GENERATION FEATURES
SCIENTIFIC RESEARCH…seasonal Q1 decline…orders down 3%
SCIENTIFIC RESEARCH…seasonal Q1 decline…orders down 3%
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MANIPULATION OF DNA USING VEECO’S NANOMAN SCANNING PROBE
USE OF CONDUCTIVE CARBON NANOTUBES IN NEXT GENERATION HIGH SPEED NANOSCALE ICs
PICOFORCE SPM FOR NANOSCALE FORCE MEASUREMENT
VEECO’S GROWTH OPPORTUNITIES
FINANCIALS
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Q103 PERFORMANCE ($ IN THOUSANDS)
GROSS MARGIN MODEL (% of net sales)
OPERATING MODEL (% of net sales)
STRONG VEECO BALANCE SHEET
SAFE HARBOR STATEMENT
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