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Technology Stocks : Thermo Optek Corp. (TOC) -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (22)	2/25/2000 10:07:00 AM
From: SFW	Read Replies (1) \| Respond to of 38

Crossy, Hi. I was wondering if you knew of companies that supply JDS uniphase, SDLI and others with the equipment they need to make the fiber optics. Is there the equivalent of an applied materials for the fiber optic world? i.e., fiberoptics equipment makers that stand to benefit from the expansion in the use of fiberoptics. It seems to me that we have to go down the food chain to identify companies that will benefit next. Thanks. Abed

To: Crossy who wrote (22)	2/25/2000 12:19:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 38

Marcus, I have been buying LNOP on each pullback. I screwed up royale this morning and sold my MSCC expecting a pullback- instead it jumped 10% more -oops. Now I'm in the same position on MSCC that I am in on CVCI- on the sidelines waiting to get back in.... API I really like- consolidated on low volume and aimless price movement. Technically any period of aimless price movement on low volume is a consolidation, regardless of whether the stock previously moved upward or downward...But I'm sure you are familiar already with that pattern...So your near-term $10/share price target on API is very realistic IMO SEMX is now exhibiting that very same pattern. Below average volume with aimless price motion..My price target on SEMX initially is $17/share (its old all-time high) and the onward to $25/share after we clear resistance at the old high area... I've been buying CPSX too today, upping my position there...same volume decline pattern is building there..earnings out soon too..SEMX's business built 45% year-over-year for the fourth quarter- maybe some similar announcements of new business by CPSX since SEMX and CPSX share the same sector- metal matrix composites? I would not be surprised....