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Technology Stocks : Credence (CMOS): Anyone out there

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To: ELH1006 who wrote (453)11/28/2000 7:12:04 PM
From: Jerome  Read Replies (1) of 497
 
Good work on the numbers. Perhaps investors will come to the conclusion that growth cannot continue at this years torrid's pace. But there is still a lot of upside to the top and bottom line for the next few quarters.

The problem is that we are trying to gauge this in a terrible down market, which seems to dislike almost everything. With even a small recovery in the techs, CMOS will do very well.

A very similar situation happened with Teradyne (TER). Had a great quarter but guided lower for the next quarter. The stock traded down for a few days and then recovered nicely.

I hope history repeats again.

Jerome
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