SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Credence (CMOS): Anyone out there
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MARCUS TAI who wrote (103)2/7/1997 2:35:00 PM
From: Tim MacLean   of 497
 
I have been following this discussion and have owned CMOS since it was 16 and change. My research indicates that their technology is patented and cost effective. Several Semi companies have compared their testers to competitors and found them to be 40% less expensive to operate and takes upto 75% less floor space.
I think the problems with this stock are threefold.
1) It's largest customers (Phillips, Cirrus and LSI) have shown marginal growth over the last 12 months.
2) Their chairman left to takeover the reigns of Genus. This is always dicouraging to Wall Street analyst.
3) They are the proverbial bottom of the food chain in the Semi business.

I do not know how they will do this quarter but they have about $4.00 per share in cash and no long term debt.

Any comments to the contrary would be welcomed. I like this company as a long term play and also as a candidate for consolidation

Tim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News