Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : High Growth Techstocks for 1998 -- Ignore unavailable to you. Want to Upgrade?

To: White Shoes who wrote (313)	1/9/1998 12:58:00 AM
From: BenYeung	Respond to of 598

White Shoes, my list of 151-200 wont due until this weekend...alot of DD to do while I have limited time. However, I have done more research on ATM, from two professionals and from 2 books, both sources have shown a bright future for this infant product. Gigabyte Ethernet will dominate for a while due to low price and can use current switches, routes and hubs. But GE will still experience congestion (eg. when you download a file, U get say, 30% in the first second, then you have to wait for another 20%, then 35%...because the datas are chopped into unequal pieces to be transferred in different routes to the same destination) due to the limitations of frame relay. In a book on frame relay, it dedicated a whole CHAPTER to explain how to deal with congestions. It shows how slow this 13 year technology is. Cell relay in ATM are continuous flow of equal-sized cells (when there are no data, it transfers idle cells). Speed sensitive cells (voice) are tranferred first. But if the network experiences congestion, the system will selectively toss out cells of the speed senitive data to insure timely delivery (Human ears cannot notice the loss of a few cells). The quality sensitive cells (data), however, are the last thing (probably never) the congested system will toss out to insure quality transfer of data. This alone solves the network congestion really well. Since ATM works the best in high quality/high bandwidth medium such as fiber optics (its continuous cell flow takes quiet a bit of bandwidth), Yurie Systems has a patent to enhance ATMs' speed in copper/old-style cables. Look, I am not promoting YURI because I own none of it (but I will), but I am tell you all to watch out for this new tech (actually it has been around for a while, developed by IBM and Bell). Invest in companies that is/will become a player in this new tech. One author describe the Information Age as BATM (Before ATM) and AATM (After ATM). ATM own only 1-3% of all networking in 1994 while Ethernet took 90%+, but the author is anticipating a complete reverse.

To: White Shoes who wrote (313)	1/9/1998 1:27:00 AM
From: Thomas J Engelsma	Read Replies (1) \| Respond to of 598

To late to throw another one in ?? CRPB current price 17.00 from yahoo: Cerprobe Corp. designs, manufactures, markets and services high performance products and equipment for use in the testing of integrated circuits for the semiconductor industry. For the nine months ended 9/97 revenues rose 93% to $54.5 million. Net loss totalled $343 thousand vs. income of $2.5 million. Revenues reflect two recent acquisitions and higher order rates for probe card and interface products. Loss reflects a charge of $5 million for the 1/97 acquisition of SVTR. 52-Week Low $8.625 52-Week High $27.25 Market Capitalization$137.2M Shares Outstanding8.07M Float6.50M Book Value $6.48ÿ Earnings -$0.82ÿ Sales $10.22ÿ Cash $3.15ÿ Price/Book 2.62ÿ Price/Earnings N/Aÿ Price/Sales 1.66ÿ Net Income -$4.34M Sales $63.6M Current Ratio 4.23ÿ Total Debt/Equity 0.02ÿ Thing to look at is this company is producing a CONSUMABLE as well as equipment. A 93% sales gain with a consumable in the mix looks very good for coming quarters. 18% of their business is overseas 2/3 of their business is wafer probe market. (Wafer probe cards are consumable items that are maintenance. They are used in the test and measurement business) 95% of equipment sales is domestic. (don't own but getting real interested) Still like AATI -- they annouced another 16.9 mill in sales contracts today. Later, TOM