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Technology Stocks : Cabot Microelectronics -- CCMP -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Miller who wrote (26)	9/29/2001 1:50:22 PM
From: Tom Pulley	Read Replies (2) \| Respond to of 35

Hello, anybody there? This stock looks attractive to me at this point and I'd be interested in hearing opinions of others. They seem to have a dominant position in their business and compared to so many other tech companies, they have held up pretty well through the massacre this year. Revenues were growing 75%+ annually until the slowdown hit. For the june quarter, revenues were basically flat yty which is really very exceptional compared to most tech companies. Meanwhile, margins are holding up quite well (almost flat in June quarter from year ago); which is definitely an exception for a technology related company. As chip inventories are reduced and production increases, no reason to think revenue growth won't start accelerating again. As revenue and earnings growth start back up, this company may begin to get more recognition as analysts see how well its revenues and earnings held up through this tech slowdown. If we see 30-40%+ annual revenue and earnings growth from here, we should get some PE expansion. Last, the market appears to be at or very near a bottom, so we should get some market forces pulling up also. Looks like a good buy to me. Anyone else have some thoughts? Tom