SI
SI
discoversearch

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 : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Return to Sender who wrote (2724)4/12/2002 9:20:32 AM
From: Crossy   of 95487
 
RtS,
great news.. you know I switched my MKSI into VECO and French company Riber.. seems that was the right move to do..

another piece of info from reading btw. the lines you cited.. "optical backlog has been purged". Not necessarily optical backlog. To me it looks more opto-ELECTRONIC backlog was purged. Pure passive optics are literally in the crapper by now. But MOCVD (also called MOVPE) is being used for MMICs, optoelectronic, active optics (lasers, detectors), photonic integration also and those sector do look quite promising to me..

after all MLTC, TXCC, IVAC fit here, alongside the MMIC part of my New Japan Radio, and ofcourse their more prominent brothers: TRW, RFMD, TQNT, VTSS, AMCC and the like

rgrds
CROSSY
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext