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

To: Mr. Jens Tingleff who wrote (454)	1/5/1998 9:17:00 PM
From: Scott Mc	Respond to of 586

I just received their 97 annual report today, talked about all their new customers. This share buyback is not bad, approx 5% of outstanding shares using about 10% of their cash, it will increase revenue per share and earnings. I don't believe its Marketing doing a bad job, having more customers than they can handle, it seems that maybe Marketing and Product development are doing too good a job... It is also possible that their margins could improve with their suppliers under pricing pressure(disk drives)and CPCI not able to fill orders at likely undiscounted prices. The only negative I see with this company is their very generous option issues to insiders.. Scott

To: Mr. Jens Tingleff who wrote (454)	1/5/1998 10:23:00 PM
From: csm	Read Replies (1) \| Respond to of 586

Jens One of the comments on the last conference call was that the company was beginning to put a much higher priority on working with customers to better manage demand and production; to get them in better synch. The recent announcement is testimony to the importance of that for a small company like CPCI in a field that is growing, and changing, rapidly. After a little time to reflect on the news, I see it as ok, but that's all. It's a believable reason for a one quarter stumble to slip into two. But I also feel that there will be no patience for a third missed quarter. Next quarter has to show a return towards the $10million sales and $0.20 earnings if things are going to look bright in '98. Stuart.