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Technology Stocks : CPCI - great earning , BARRON's suggest

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To: Mr. Jens Tingleff who wrote (454)1/5/1998 10:23:00 PM
From: csm  Read Replies (1) of 586
 
Jens

One of the comments on the last conference call was that the company was beginning to put a much higher priority on working with customers to better manage demand and production; to get them in better synch. The recent announcement is testimony to the importance of that for a small company like CPCI in a field that is growing, and changing, rapidly.

After a little time to reflect on the news, I see it as ok, but that's all. It's a believable reason for a one quarter stumble to slip into two. But I also feel that there will be no patience for a third missed quarter. Next quarter has to show a return towards the $10million sales and $0.20 earnings if things are going to look bright in '98.

Stuart.
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