I just know this company from their quartly report at SJ Mercury News. This company manufacture Flat Panel Display inspection and repair equipments. As far As I know, even though other semiconductor sectors are slow down, the flat panel display is a very hot issue. Recently, there are articles talking about the technology advance. IDC predicts that the portable computer will be about 80% of all computers(my recorrection) in year 2000.
It seems this company is at right sector. They are profitable and profit margin is quite good. Currently, the capitalization is 80M. It has a lot potential to go. There are few competitors. I will appreciate it if someone post more information. |