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Technology Stocks : Semiconductor Packaging (SEMX)
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To: rjm2 who wrote (490)11/2/2000 9:07:46 PM
From: Douglas V. Fant  Read Replies (1) of 545
 
rjm2, SEMX when fully built out mid-2001 will be able to sustain a $100mm US run rate- and offer a combo of three technologies (metalized ceramics, AlSiC, and Electroless plating) that no other ECM can offer. Thus watch FO sales increase rapidly...

And EBITDA came in at 41 cents/share this quarter. SEMX looks to have thrown in the "kitchen sink" this quarter (for e.g., SEMX expensed rather than capitalized all transition costs).

Looks to me that SEMX is going to have good order flow, streamlined expense allocations for the next four quarters and should begin to move....
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