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Technology Stocks : Cerprobe (CRPB)

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To: Sean Kennally who wrote (22)11/15/1996 8:02:00 AM
From: James S. Anderson   of 201
 
Sean,

I have done some research on this company and I'm interested in the fact that Cerprobe's revenues are more closely tied to unit volume of chips manufactured (as opposed to a chip manufacturer's revenue being tied to chip volume and pricing).

I have some general questions. Will Cerprobe's pricing eventually be negatively affected by the downturn in the chip industry? What effect, if any, will the latest book-to-bill data have on Cerprobe's short term future? Are the worst days behind for the chip manufacturing industry?

Any thoughts? Comments from anyone will be appreciated.
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