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Technology Stocks : Cerprobe (CRPB) -- Ignore unavailable to you. Want to Upgrade?


To: Herschel Rubin who wrote (146)4/24/1998 11:31:00 AM
From: Naxin Zhang  Read Replies (2) | Respond to of 201
 
Thank you very much for your post.

CRPB is undervalue at this point. I magine if their revenue can up
to 200 Mil/year, the stock can easily double. The acquisition on Upsys
is an excellent move. As the management point out, the joint venture
did have some problem: The PQRD(stands for Performance/price, Quality,
Response and Delivery) which the customer evaluate a vender does not measure up with the conventional prober CRPB manufactures. If they can
fix that and I believe they can, then they will be in a very good
position. In deed there is only one company have similar Cobra card that is manufacturable, the company is privately owned.

From macro view, shortened product cycle and volume will have the sale
of prober (even other equiment vendor have difficulty selling machines) also using Copper interconnect can help speeding up the
adoption of C4 technology. I heard Intel already did that and cancel
lot of KLIC machine.

Anyway, did they mention BTB ration in the conference call?