AEHR Message Board - Msg: 24910951

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Technology Stocks : AEHR

AEHR 26.01

+3.6%

Oct 31 9:30 AM EDT

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To: Tom Caruthers who wrote (132)	9/4/2008 1:50:57 PM
From: robert b furman	Read Replies (2) of 157

Hi Tom, I rounded out my postion with 500 at $4.38 just in time to see it decline to 4.28 the other day. The market is taking a pretty good shellacing and I guess my 35 cents under water is to be endured. I'm never so good as to cath the very bottom and Aehr selling at book value has to be viewed as a long term conservative play. I know Rhea used to work for Cohu a long time back and that gives him an excellent viepoint towards being conservative. Donahue in a past webcast thought that Txn would be expanding their facility in the Phillipines in 09 (mid 09 if I recall). Txn is the usual # 2 buyer of Delta test handlers and I think they do a lot with Aehr as well. Aehr has a low revenue that any success on new products and they can be a double - quite easily. This is a candidate that is worthy of cost averaging down.No debt,good cash and buying at book value will give us a 4 bagger some day. That's my story - I can't prove it ,but I'm sticking with it. Good to hear from you and Hold with Confidence. Bob

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