Credence (CMOS): Anyone out there Message Board

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Technology Stocks : Credence (CMOS): Anyone out there

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To: B Hewson who wrote (268)	11/12/1997 12:46:00 PM
From: Dr. Doktor	Read Replies (2) of 497

BHewson, Unfortunately, I didn't sell all of my JBIL. I sold many of the call's I had but even bought some of those back with the dip to 63 the day of earnings. Obviously, I regretted that too. I had a couple hundred K in paper profits at the high and ended up in the black but not by a whole lot. CMOS is in the ATE group of semi cap eq. makers. The Book to bill for the test segment remains strong. They come highly recommend by Robert Stern from ML and he's been right on so far. I've been picking up shares on the latest weakness but I'm more than a little concerned by the overall market tone. No leaders and this asian flu seems to be spreading not only globally but into many sectors. Witness today's drubbing of the bank stocks. Robert Stern has a $63 12 mon. target on CMOS. He also likes KLIC, VECO and BRKS who posts earnings today. They are down significantly from their high. KLIC posts Friday before the bell. If you would like any ML research on these give me a holler and I'll be glad to oblige. Good Luck. Regards, DOK

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