Camtek Ltd.. (NASDAQ:CAMT)

goldminingXpert (99.72) Submitted: 7/26/2007 3:34:24 AM

Recs: 0

It's the bottom of the semi cycle...they are doing well not to have sharply lower sales. Listen to their last conf. call...once the cycle turns, CAMT is back to $7 or $8

capsnik (< 20) Submitted: 10/11/2007 11:29:41 AM

Recs: 1

This outfit's sells a relatively costly and long lasting type of products and not to the masses but to mfgs. That in turn results in prolonged 'dry periods' during which it's essentially a waiting game that amounts to an expectation that either a new customer would surface or likely the one that the most time has lapsed since it last bought a machine would be in a position to replace an aged one or some or add more. Orders for its products it therefore receives tend to be somewhat far apart and significant movements of its stock are likewise. Hence, its growth is achieved by somewhat far apart 'hits', rather than a steady cash flow. Owning this stock requires (it seems) iron clad patience along with a methodical undertaking of entry and exit.

The more time passes since it received an order or a chain of orders, the more likely it is that an announcement of such would take place, followed by sharp movement of its stock upward. The quality of the equipment it sells and the warranty it provides along with it, damper the potential of frequent and/or repeated purchases of its products by its customers.