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Technology Stocks : CPSX-CERAMICS PROCESS SYSTEMS -- Ignore unavailable to you. Want to Upgrade?

To: Patentlawmeister who wrote (40)	2/28/2000 1:49:00 PM
From: Douglas V. Fant	Read Replies (1) \| Respond to of 181

Cudawuda, Like that nickname- I'm afraid to ask where it came from though, heh-heh. You hit the nail on the head. Macus Eder and I have been analyzing CPSX- and we believe that their superconductor efforts may still be active. We cannot confirm from what we see in the financial documents- but we note that their patents in the area are in place and effective per our research. Now are they doing anything currently? That is what we are trying to ascertain...The patents alone have value of course... Now if that is not enough, I think that they just significantly upped their business book in the metal matrix composite area to boot. SEMX who released earnings a couple of weeks ago showed a 45% year-over-year increase in thermal management units for the fourth quarters 98 and 99- no reason to believe that CPSX will do any differently. In addition as chipmakers move to larger and more powerful chips, they need the more advanced thermal dissipation units. Now business is not big in these advanced units yet (more in the traditional copper-tungsten mode), but a number of chipmakers in a whole range of industries may move to AlSic heat dissipation units. Where CPSX and SEMX excel is that they have patented manufacturing processes that other major producers such as Samsung do not in manufacturing AlSiC components- Cheaper and much better tolerances can be accomplished. So assuming that SEMX and CPSX stay independent, then they could capture a big chunk of the business for processors, etc., that go into servers, wireless base stations, network processors for telcom,etc... The sky is the limit. The true limiting factor will be manufacturing capacity- or if CPSX or SEMX get "taken out" by a larger ECM who is jealous of their business/success....