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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Will Lyons who wrote (14830)	5/8/2005 5:18:13 PM
From: Sarmad Y. Hermiz	Respond to of 25522

>> could that be the reason for the spike in earnings for CVV? I had to look up CVV because I had not heard of it before. The refurb trend must have been on-going for a few years already. So last quarter's spike in CVV revenue can't account for all of the refurb spending. My guess is they are benefitting from it, but they are not a big factor in over-all semi-equip spending. CVV earned 24c last quarter, and stock price is $3.50. If they have another 24c quarter going now, they'll not stay at 3.50 for long. It seems worth taking a chance on.