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Technology Stocks : California Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Elvis Jones who wrote (106)	1/17/1999 4:18:00 PM
From: Skip_S	Respond to of 168

Attention investors of Cal Micro devices. The company recently signed up for a new Investor telephone service. To get faxed copies of earnings reports and new developments call their new IR number.This includes fax back capabilities. call 888-209-7223 Skip

To: Elvis Jones who wrote (106)	5/3/1999 3:29:00 PM
From: Alan A. Hicks	Respond to of 168

On the surface it looks like CAMD is going absolutely nowhere. CAMD reported Q4 99 revenues flat with Q3 and down 2% versus Q4 1998. EPS were a loss of $0.05. Overall revenues for the year were up 2%. EPS for the year were a loss of $0.28. But, under the surface quite a lot is happening at CAMD. Design wins for CAMD's new PAC products doubled over the previous quarter to 33 design wins. These products have grown to nearly 30% of revenues versus 0% two years ago. The Electronic Industry Association (EAI) projects the market for these PAC products will grow 41% this year and 113% next year. The EAI says these thin film integrated passives grew 22% in 1998. CAMD has a 32% share of this new market category. And, CAMD has been rolling out 5 to 6 new products based on this technology each quarter. As these new products pass the 50% of revenues mark, CAMD's revenues should start to reflect real growth and at better gross margins. That could happen this year. CAMD is doing this in the face of the worst market conditions for passive components in quite a few years. Frankly, I think if the current management had not come in when they did, CAMD would be out of business today. They had quite a mess to clean up, stabilize the company and develop a new business model, identify and create new products, and begin to execute. Considering what they have faced, they have done a superb job just getting the company to survive and now be positioned for new growth ahead. CAMD now has the potential to grow very rapidly and be quite profitable over the next few years. CAMD is going to be worth a lot more than $2 and change a couple of years from now.

To: Elvis Jones who wrote (106)	6/22/1999 11:41:00 AM
From: Alan A. Hicks	Read Replies (1) \| Respond to of 168

There was more insider buying last month. In May CAMD Board member, Angel Jordon, bought 21000 shares at $2 3/8 and VP of Sales and Marketing, Charles Bellavia, bought 5000 shares. That makes 33,200 shares for Jordon since last September. All together 11 members of management and the CAMD board have bought 113,200 shares over the last 12 months. Something positive must be happening at CAMD. Also, Merrill Lynch sees the passives market strengthening for the first time in several years. Last week Merrill upgraded three passives companies: AVX, Kemet and Vishay. Merrill also singled out AVX citing their 0612 Z array, a thick film array with 2 capacitors and 2 resistors as a breakthrough in integrated passives technology. In comparison, CAMD's 1284 has 72 components on a single thin film chip. At CAMD last quarter design wins for their new PAC products doubled over the previous quarter to 33 design wins. These products have grown to nearly 30% of revenues versus 0% two years ago. The Electronic Industry Association (EAI) projects the market for these integrated passives will grow 41% this year and 113% next year. The EAI says this market grew 22% in 1998. CAMD has a 32% share of this new market category. And, CAMD has been rolling out 5 to 6 new products based on this technology each quarter. As these new PAC products pass the 50% of revenues mark, CAMD's revenues should start to reflect real growth and at better gross margins. That could happen this year. CAMD now has the potential to grow very rapidly and be quite profitable. CAMD is going to be worth a lot more than $2 and change a couple of years from now.