Credence (CMOS): Anyone out there Message Board

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Technology Stocks : Credence (CMOS): Anyone out there

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To: BWAC who wrote (475)	3/5/2001 5:42:24 PM
From: smallcapmaven	Read Replies (2) of 497

Do you think that the XLNX warning will affect CMOS... The Valstar series aimed at high-end logic may suffer from this warning...Although the stock did not drop they are considerably cheaper than CMOS...It does not bode too well for the second half of 2001 or early 2002... The shorter lead times from CMOS, A, and KLIC tend to give test equipment vendors less visibility on orders and this can often translate into order surprises...Since the slowdown persists IMO it will get worse...Last Q CMOS had $43 million in order cancellations...95% of those came from Taiwanese customers...In 2000 70% of the revenue came from Asia, but only 28% in the last Q...IMO the slowdown in the USA will only exasperate this situation...I heard that TER has cut prices and pushed out product inorder to take customers... Cash and investment capital is a touch over $4 per share (less than STMP)...As the company loses money the book value will drop as we discussed...IMO the stock is not a value here and rather a strong sell...JMO!!!

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