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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?


To: Mr. Pink who wrote (13387)5/8/2000 12:35:00 PM
From: Mad2  Respond to of 18998
 
Value semi play ready to turn corner, NASDAQ: CPCL
trades at discount to tangable book of .75
long history with high insider and institutional ownership.
solid balance sheet with 40% of market value in cash and no debit.
Long operating history as mfgr of analogue/digital comm devices
recapitalized recently through sale of older line business
Story is their refocus on high growth businesses with celluar telephony and line card access switches.
launching home networking chipset to ramp in 2nd half of year.
Operates their own fab plants in USA.
Good opportunity to accelerate top and bottom line in nex 3-6 quarters.
Please look and opine
Best Regards,
mad2



To: Mr. Pink who wrote (13387)5/8/2000 5:19:00 PM
From: TRIIBoy  Read Replies (2) | Respond to of 18998
 
Could his holiness ask for a better earnings release than this?

biz.yahoo.com



To: Mr. Pink who wrote (13387)5/8/2000 11:24:00 PM
From: 2MAR$  Read Replies (1) | Respond to of 18998
 
ceo ----->trih will/may be on pwr lunch tomorrow....not bad Pinky, you finally got one right.....

:-)

2MAR$