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Technology Stocks : CPCI - great earning , BARRON's suggest -- Ignore unavailable to you. Want to Upgrade?


To: csm who wrote (421)11/6/1997 4:50:00 PM
From: Aaron Cooperband  Respond to of 586
 
Stuart -

Re: "assessment"

We knew CPCI was going to have a relatively weak quarter, and they did (although not quite as bad as analysts expected). The announcement was essentially a non-event.

Although their current sales weakness worries me, I'm willing to give CPCI the benefit of the doubt until proven otherwise. Even the strongest companies have a weak quarter or two every now and then.

The key is whether or not we can count on management to solve the problems they're encountering and bring the company to the next level of profitability. Everything I've read and learned about CPCI leads me to believe that their management is up to the task.

CPCI has a good product whos demand is growing rapidly and a management team that has been able to execute. Until I see a crack in one of these factors, at this price the stock looks good to me.

Aaron