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Technology Stocks : CVC Inc-(CVCI)

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To: Crossy who wrote (5)	1/20/2000 7:11:00 PM
From: Crossy	Read Replies (2) of 22

Victor, there's another semi equipment company with quite a similar portfolio like CVCI. It's an AMEX stock and it's a member of the TMO-group (Thermo Electron). I'm talking about TOC - Thermo Optek corp. Their cash cow biz is analytical instruments (spectrometry) & metrology, but now they are making inroads into additional segments with hot growth rates: 1) Fiber-bragg gratings (read the last earnings PR) 2) Molecular Beam Epitaxi Equipment (VG-Semicon) The gratings are an upcoming part of their portfolio. The Molecular beam gear is a key equipment for compound semiconductor fabs. They are already selling $20 million per year... regards CROSSY

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