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Technology Stocks : CPSX-CERAMICS PROCESS SYSTEMS
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To: Patentlawmeister who wrote (114)4/27/2000 2:01:00 PM
From: Douglas V. Fant   of 181
 
cudawuda, You'll get some evidence of that revenue/customer growth on Monday when SEMX releases its earnings. CPSX and SEMX are working about 70% of the same markets and the two companies have proprietary AlSiC processes that give them an advantage against manufacturers of thermal products that use only the press and sinter method.

Watch Polese Company's backlog numbers, SEMX's thermal mgt division. If they jump nicely, then expect a similar jump in order backlog for CPSX.

Also as you may have noticed suddenly CPSX who was "tight-lipped" for some time, has begun releasing more information on their prospects and what they are doing internally.

Just a subtle change in tone- But I believe that this "tonal change" is reflective of the fact that CPSX's business' growth is accelerating and that they have completed their capital expansion (until they need to expand again in order to accomodate demand!).......
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