Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Return to Sender who wrote (12807)	12/24/2003 12:16:34 AM
From: The Ox	of 95541

We'll see how robust the recovery becomes down the road but I doubt we'll be seeing quarter after quarter of 8% growth! One of my IRA stocks is popping in the after hours, CAMP. Might be worth a good look as they seem to be hitting on all cylinders. It's difficult to judge whether or not they can sustain the revenue growth being shown at the moment? Their acquisition should be complimentary to their product line. From a future price to sales ratio (potentially $250-270 million annual rev run rate after the merger) the stock is still very reasonable. The wise move may be to wait and see if the stock backs off. Since I purchased in August, it's had an awesome run. *I'd like to add Happy Holidays and good fortune in the New Year to all our WSEA friends!!*

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