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Technology Stocks
Semiconductor Packaging (SEMX)

An SI Board Since May 1996

Posts	SubjectMarks	Bans	Symbol
545	6	0	SEMX

Emcee: ajcmr	Type: Unmoderated

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Reply	Message Preview	From	Recs	Posted
145	Doug - On a closely related topic: WFR appears to have beaten Zack's by .06	wm sharp	-	7/25/1997
144	Marty, Agreed. What impressed me is that SEMX did well without having any cash	Douglas V. Fant	-	7/24/1997
143	Another downturn in the semiconductor industry, like the one in 1996, woul	BulbaMan	-	7/24/1997
142	One note about my visit to American Silicon Products in Prov. RI. I had asked t	Nicholas P. Acquaviva Jr.	-	7/24/1997
141	Hate to be a stick in the mud, but you folks may want to read all the positive	Daniel Levy	-	7/24/1997
140	To jump from 1996 revenues of $46 million (not $44 million) to $70+ million	BulbaMan	-	7/24/1997
139	Marty, Correct me if I'm wrong, but last year SEMX produced about $44mm in	Douglas V. Fant	-	7/24/1997
138	Marty, Joe, and Doug - I have a hunch you'll go along with me on this: That	wm sharp	-	7/23/1997
137	Sounds like good news going forward. Thanks for bringing this one to my attenti	Joe Dancy	-	7/23/1997
136	A very bullish conference call. Anyone interested in SEMX should listen to t	BulbaMan	-	7/23/1997
135	Marty, SEMX just went "airborne"; volume tripled and the stock jumpe	Douglas V. Fant	-	7/23/1997
134	Marty, Are you going to listen to this conference call? I liked what I saw in	Douglas V. Fant	-	7/23/1997
133	Revenues were up about 22% in Q2 over Q1, but Net Income and EPS were up about	BulbaMan	-	7/23/1997
132	Cash flow was really terrific, even without much contribution from the recla	BulbaMan	-	7/23/1997
131	Marty, earnings out- dead in line with expectations of 14 cents/share, but rev	Douglas V. Fant	-	7/23/1997
130	Joe, Just got back from a three-day electrical safety training course- quite f	Douglas V. Fant	-	7/23/1997
129	Thanks for the report guys. Have established my initial position here, plan to	Joe Dancy	-	7/22/1997
128	Thanks much for your report. Let's hope the June qtr. earnings report is	BulbaMan	-	7/22/1997
127	7/21/97 I took a ride to American Silicone Products in Providence RI today. It	Nicholas P. Acquaviva Jr.	-	7/22/1997
126	Doug & Bill - Got the investor's packet and did more on line research.	Joe Dancy	-	7/20/1997
125	Joe, Correction on earnings release date- I stand corrected-it's due out Ju	Douglas V. Fant	-	7/16/1997
124	Joe, Margins partialy slipped to build and open a wafer refurbishing plant in	Douglas V. Fant	-	7/14/1997
123	Thanks for bringing SEMX to my attention. Looks attractive - very much so - 30%	Joe Dancy	-	7/14/1997
122	Marty, Agreed. I just checked Zack's and it still shows 7/16/97 as earning	Douglas V. Fant	-	7/12/1997
121	I'd go with the company's date over Zack's.	BulbaMan	-	7/12/1997

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