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Technology Stocks : AEHR
AEHR 26.01+3.6%Oct 31 9:30 AM EDT
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To: robert b furman who wrote (148)2/2/2009 3:41:44 PM
From: EACarl  Read Replies (1) of 157
 
Bob, I'm relatively new to this stock.
Certainly looks like a great value based on the current stock price relative to the balance sheet, BUT..........

From the 10Q "One customer accounted for approximately 92.8% and 90.5% of the Company's net sales in the three and six months ended November 30, 2008".

I've heard this customer is Spansion (SPSN) $.06 per share.
Spansion is at deaths door. If Spansion is gone, so are AEHR sales almost GONE. Not only that, but how much Accts rec is gone? etc etc.... AEHR's "value" could be destroyed quickly.

Thoughts?
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