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Technology Stocks : Credence (CMOS): Anyone out there
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To: smallcapmaven who wrote (486)4/19/2001 1:46:08 PM
From: BWAC   of 497
 
<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!!!>

or TER could just decide to consolidate the sector?

Smaller companies like CMOS have a lot of fixed costs. They make good money when revenues exceed a certain point above what is required for the fixed costs. Below that point they have results just like CMOS just warned of. You know this.

At times the larger players take advantage of the down cycles and a smaller weaker company and consolidate the competition. Eliminate some of the overhead fixed costs and turn higher profits on the sales than the smaller company could.

Potential, and that potential can be purchased at a 'reasonable' price.

If we were arguing over CMOS at $50 when business was great, at a late date inthe up cycle, then we actually wouldn't be arguing. I'd fully agree with all your statements.

But today, with todays facts, I don't. While your scenario is quite possible, maybe even probable if the right momentum comes along; it just doesn't take a long term view of CMOS and the potential.

btw. Apparently headed for a $25 options close on Friday.
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