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Technology Stocks : Credence (CMOS): Anyone out there
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To: David K. Moy who wrote (184)5/29/1997 7:36:00 PM
From: B Hewson   of 497
 
Do you think cmos will continue to gain share? Do you think the current products are good? I do not know this part of the industry, bought the stock based on Michael Murphy's recommendation. Was naive to do so, based on the problems his picks have had lately. Oh well, I bought LSi also onhis recommendation and that keeps chugging along nicely. I have listened to twoCMOS earnings conf calls now and am impressed by their financial conservatism, ability to keep margins up. But they are very low key in what they say and it's hard to know if really good times are coming or only better times. Do you follow CHSE or Arbor at all?
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