Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Suresh who wrote (25182)	2/14/2000 7:06:00 PM
From: Johnny Canuck	Respond to of 68182

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.