Cerprobe (CRPB) Message Board

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Technology Stocks : Cerprobe (CRPB)

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To: James S. Anderson who wrote (177)	7/24/1998 3:12:00 AM
From: Herschel Rubin	Read Replies (2) of 201

Earnings report looked good. After all, $0.06 is a 200% upside surprise from the (previously lowered) consensus estimate of $0.02. Seems like they did a remarkable job in cost containment, considering adverse market conditions. Most of benefit of workforce reductions and cost containment will be realized in Q3 & Q4, so even if they have a flat 2nd half, profitability will improve. They are expecting that this is the trough of the downturn with a rampup (they're not sure of the steepness of the rampup) towards Q4. Overall, not much damage done to balance sheet this quarter, too. Company still has plenty of cash for those acquisitions they've been talking about. Seems like they can get a lot of cash-poor companies for a song these days and be very well positioned for the upturn. What's your take, John? I often post here, but you don't seem to add your 2c much. Would be nice to have some activity here.

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