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Technology Stocks : Credence (CMOS): Anyone out there

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To: robbie who wrote (437)11/27/2000 8:12:25 PM
From: t2   of 497
 
I am still using AMKR's earnings as a guide for CMOS. I also wonder if there is a good chance of this one being bought out in the coming months. As the PEs dropped (especially in smaller caps), I am sure many companies will consider buying the smallers players.

I wonder if a TER (or someone else) would consider a bid for CMOS. I remember an analyst mentioned that it was taking biz away from TER in an article a while ago.

BTW--AMKR may be another good one. I remember their CEO saying that they are not as cyclical or something along those lines. Looking to buy it sometime soon or buy leaps call options.
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