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wade, re CVV

I just picked up some more under $4. I knew those monster Q4 numbers weren't sustainable because the backlog declined sharply. Stock went from the $1's to the $7's anyway.

Q2 looks great with earnings of .09/share on a 72% jump in revenues. And I think Q3 is going to be even better. Backlog seems to be on the upswing again, rising 27% sequentially. Plus CEO made a comment about further increases in sales and production. If the semi sector continues its slight improvement, I think CVV will post Q3 earnings of .10-.15/share. Should be a fantastic comp vs. last year.

I don't see how they can get past the .24/share in the year ago Q4, but I don't think they have to. Maybe if the stock was over $10.

I'm looking for a pop to the $5's on the Q3 numbers. Plus the nanotechnology assets acquired in May gives this one some added hype potential IMO.