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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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495BM, Good point- SEMX locked in its energy costs at about 6 cents+ a kilowatt houDouglas V. Fant-11/5/2000
494Going forward this company has one of the best risk/reward ratios that I have evJoe Dancy-11/3/2000
493Also don't forget they had much higher than normal energy costs in Q3. My reBulbaMan-11/2/2000
492rjm2, SEMX when fully built out mid-2001 will be able to sustain a $100mm US runDouglas V. Fant-11/2/2000
491am watching doug...cpsx too...GARY P GROBBEL-10/17/2000
490Does anyone follow AVCC ? It appears much cheaper than SEMX. I have a good sizedrjm2-10/15/2000
489PAR, Good point- But SEMX is in its buildout mode and should do well intwo quartDouglas V. Fant-10/15/2000
488I am concerned by the fact that SEMX didn't participate in Friday's rallPAR-10/14/2000
487Gary, SEMX looks to be a really good buy at these low level prices here, possiblDouglas V. Fant-10/14/2000
486solid activity both price and volume wise here last few days. if you own this stGARY P GROBBEL-7/24/2000
485 Gary, Good annual meeting per my sources today at SEMX looking very good movingDouglas V. Fant-5/16/2000
484 doug, yes...saw it. they are connected with almost all the players one way or aGARY P GROBBEL-5/16/2000
483 Gary, Thanks! Did you notice in CPSX's 10K that they previously had a loan Douglas V. Fant-5/15/2000
482 doug...very strong 10q for semx now avail on edgar...if you own the stock it maGARY P GROBBEL-5/15/2000
481 Gary, I'll hold both SEMX and CPSX and "see what happens"...I'Douglas V. Fant-5/15/2000
480 Joe...i thought it went very well also...i am looking for a very good year hereGARY P GROBBEL-5/14/2000
479 doug..i too have fallen for head fakes now and then. painful. still happens butGARY P GROBBEL-5/13/2000
478 Gary, I got "bluffed" out of AFCI too early last year as it recoveredDouglas V. Fant-5/13/2000
477 SEMX conference call - very positive IMO: audioinvestor.pyxos.com Our take FJoe Dancy-5/13/2000
476 Doug...thanks to the ruckus in the mkts i was able to get this today under 9.00GARY P GROBBEL-5/11/2000
475 Gary, I think that SEMX will reward us both. As they noted in their conference Douglas V. Fant-5/11/2000
474 Doug...I agree with your assessment and took a position in SEMX this morning...GARY P GROBBEL-5/11/2000
473 Howard, I have reread the Englehard acquisition notice a couple of times-And thDouglas V. Fant-5/8/2000
472 Howard, I participated in the Conference Call. I really cannot say many bad thiDouglas V. Fant-5/1/2000
471 Earnings look super! Even beats whisper number in earningswhispers.com see bizHoward Shlom-5/1/2000
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