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Technology Stocks : Semiconductor Packaging (SEMX) -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (493)11/3/2000 9:22:20 AM
From: Joe Dancy  Respond to of 545
 
Going forward this company has one of the best risk/reward ratios that I have ever seen. Growing market segments (wireless, fiber optics, internet server, electronics), technical capability that is available in four other companies, unique products protected by trade secrets or patent in the heat dissipation, ceramics, and electroless sector.

FWIW conference call is at theaudioinvestor.com



To: BulbaMan who wrote (493)11/5/2000 3:20:36 AM
From: Douglas V. Fant  Respond to of 545
 
BM, Good point- SEMX locked in its energy costs at about 6 cents+ a kilowatt hour- higher than pre-deregulation, but a lot lower than last quarter's electric "dinging". Mr Polese said on the conference call (I need to go back and relisten to it) that power costs were either $200,000 or $300,000 higher last quarter. That won't be present this quarter- So you are right- Should help earnings immediately next quarter....


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