Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Short A. Few who wrote (3183)	5/18/2002 5:27:15 PM
From: Crossy	Read Replies (1) of 95487

S.A.F., CHPC is interesting but one caveat - gross margins are way too low (< 15%) to support a PSR of >2 (as it is now). Generally I like equipment makers and contract fab firms way better than "service providers" like testing or packaging houses becuase the latter approach doesn't scale so easy... So CHPC is not a stock for me to invest but I wouldn't write it off. Just that I won't buy it. I'm looking at the likes of TGAL, SMTL, GGNS, BTUI etc.. I bought TGAL in this group. Honestly I love Japanese companies right now. I wished I had bought Shibaura Mechatronics which I was looking at 2 months ago. That one is already up 100%... rgrds CROSSY

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