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 (485)	4/19/2001 1:18:55 PM
From: smallcapmaven	Read Replies (3) of 497

What do like about the company at this price??? I am curious because the company has more than an inventory glut based on this quarter's performance...IMO TER has put CMOS out of the market and the company will not survive...You can call it doom and gloom but revenue has grown for their competition and CMOS is back at 1997 levels, those are the facts!!! XRX is an example of a company that had the same type of problems and once the other shoe falls it will get ugly... Prediction: Look for a huge loss in book value in an inventory writeoff...Certainly there is a squeeze margins but there is likely some inventory that may never be sold, I could be wrong but I listened to the last CC and the company was far more positive and they had some feeling that things were going to turnaround...The rise the last couple of days is just lemmings being led to the slaughter...The sea has been rising all ships but this ship is going to be torpedoed IMO...You were smart to sell those calls last time...You made money... Compare CMOS to TER...TER is looking for revenue of $450 to $500M for the Q 10X that of CMOS...In the same 1997 Q TER generated $248M in revenue so they have STILL grown revenue 2X since that trough but the charts have yet to diverge...THEY WILL!!! finance.yahoo.com

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