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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (6341)	7/22/1998 3:22:00 AM
From: Herschel Rubin	Read Replies (1) \| Respond to of 10921

Katherine, since you commented on EGLS, I'd be interested in your comments on Cerprobe (CRPB), the maker of semiconductor test probe equipment. When I make comparisons between EGLS and CRPB, I'm stymied as to why EGLS trades at such a premium to its negative earnings. EGLS and CRPB are in similar niches in the semi equip industry. EGLS has been losing money hand-over-fist for several sequential quarters, yet trades around $13, while CRPB will show a profit this year and it trades around $12. CRPB also has a higher 5-year growth rate than EGLS. Both have about the same trading liquidity. BTW, CRPB announces earnings this a.m. (Wednesday) before the open - we'll see how it goes. They are expecting a breakeven quarter after earning 28c last quarter. The forward looking comments should be of interest to others following the semi equip industry.