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Technology Stocks : Cabot Microelectronics -- CCMP
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To: Jack Hartmann who wrote (9)6/8/2000 1:27:00 PM
From: Duker  Read Replies (3) of 35
 
Jack H,

Looked like Merrill had a conference in Chicago where they had a CCMP love-in.

One quote from the research report that ML penned this morning on CCMP:

There are also few companies, in any industry, with 50% revenue growth which also have 23% operating margins and 30% returns on assets -- an none that we know of in the electronic chemicals and materials markets.[Merrill Lynch, 'ML Chicago Day Presentation', 8 June 2000]

--Duker
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