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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 681.76

-1.1%

Dec 12 4:00 PM EST

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To: Suresh who wrote (25182)	2/14/2000 7:06:00 PM
From: Johnny Canuck	of 69031

Suresh, I joined you and added to my position on MRVC. Let's see if it can play catch up to the rest of the group. The new factory seems to indicating good demand. The VECO Q&A is worth a listen, on the off chance that the call is still there. There was good guidance on the demand for increased capacity for the optical component suppliers. Seems that VECO can get 50 mil in sales for optical test equipment without the JDSU, ETEK, SDLI's of the sector. They mentioned a bunch of smaller players as customers. They expect passives to be a 200 million dollar business. Active is the same size. CVCI is competing with them on the active side. VECO currently has no active sales. (Time to add to CVCI). I am having some strain problems with my wrists so I won't be able to post my notes any time soon.

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