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Technology Stocks : Credence (CMOS): Anyone out there

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To: Robert who wrote (451)11/28/2000 6:34:00 PM
From: t2   of 497
 
Robert, All I got from the conference call so far is that it is cloudy (just like AMAT). Basically, they expect growth 2nd half of 2001 but cannot really quantify.

They did say they expect modest growth, year over year.
I think any growth is a bonus, given its PE

They came from only 35cents January 2000. Now expect 55 to 70--too unpredictable.
I think they want to be cautious, so that numbers could be beaten.
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