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looking forward to the results by today/tomorrow. hopefully their niche specialty in SMT enables them to ride the advanced packaging demand; driving needs for newer SMT machines, upgrades/integration with additional capabilities or automation.
my personal opinions - cnergen's performance should be driven by demand for advanced packaging - optical/photonics industry which triggers the need for newer SMT machines / higher integration with additional features. And not all EMS are involved in optical/photonics industry. Natgate has existing optical/photonics customers - POET and other undisclosed US customers due to nda. just that natgate's price runs ahead of its performance/fundamentals for now. high risk if you will.
