May. 7 at 7:00 AM
$KLIC $SITM Took both small size prior to the earnings after
$VECO earnings. Both are upstream for
$AAOI $LITE and every other optics. Optics are hot in demand,
$VECO $KLIC makes machines that is required for
$AAOI and
$LITE awhile
$SITM makes the timing oscillator for
$AAOI and
$LITE Will add to position tommrow.
