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Technology Stocks : Azenta
AZTA 29.55-3.3%Nov 6 3:59 PM EST
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To: Proud_Infidel who wrote (870)5/14/2006 9:16:08 PM
From: robert b furman  Read Replies (1) of 1138
 
Hi Brian,

Just getting caught up from being in Alaska for a week.

Must say I've never read so many conflicting reports on inventories,capacity restricitions and pricing rises.

Not to mention Capex increases.

This must be misinformation at work.

My bet is the ramp to a very powerful increase in end-user demand is being anticipated.

I've noted many companies having substantial inventory increases - they don't do that when theey think business is about to fall off.

This entire sector would be red hpt if they'd just get over the greed of options.

It is sad that it primarily hurts the stockholders.

I guess when this sector embraces dividends - we can expect an uptick.

Cohu announces a 3 million profit on excess property and the price goes down?

Go figure??

Bob
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