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

To: Diamondhead who wrote (539)	6/2/1998 2:15:00 AM
From: PaperChase	Read Replies (3) \| Respond to of 586

The "storm" is market saturation or flat demand. The length of time for recovery is not clear. Many new investors make a common mistake. They become confused about what makes a "growth" company. There is no such thing as a "growth" company but rather just a company that goes thru various stages of growth. And a growth industry does not guarantee sales growth for the companies within it. PC's are still a "growth" industry but by the looks of it, the memory and component companies are not growing top line sales because of saturation. CPCI has been somewhat insulated until now because its segment is unique and is not apparently "flooded" with competitors. CPCI and its investors have to decide what events in the future are going to stimulate demand and maintain pricing. In fact, this should be the only focus of the thread going forward along with discussion of future industry consolidation. I can see the problems but I do not have the answers, otherwise I would be running the company. <g> For the most part I think IT budgets are in the dog house until mid-2000. I would hope that in the coming industry consolidation of raid , SCSI and IDE players, CPCI would sell the company. Net of its cash, CPCI could get a decent price if it is not burning money on losses in future quarters.