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To: The Ox who wrote (11573)	1/21/2000 12:17:00 PM
From: SJS	Read Replies (1) of 14427

Mike/LTDr's Just took a position in TOC. Tiny float, doing interesting work into some new optical areas. This is probably undiscovered now. It actually has earnings and a decent PE!! I was doing some reading on another company, and came across this one. Here are some comments about it from another SI guy, Crossy: 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... Clearstation has this looking good as well. Let me know what you all think. Steve

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