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Technology Stocks : AEHR
AEHR 26.010.0%Nov 3 3:59 PM EST
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To: Tom Caruthers who wrote (12)10/27/2006 6:53:45 PM
From: robert b furman  Read Replies (1) of 157
 
Hi Tom,

Good webcast on Cohu's web site.

The thermal sub systems they are building are for Logic devices and their 2 biggest customers Intel and AMD.

Looks like Aehr addresses memory?

If so, no conflict and both can grow nicely.

Hoping you're right - I'd like to add to this nice little company - it has my non-negotiable standards.

Good technology
Cash in the bank
Good margins
Proprietary entry to barriers.

Looks like a great long term buy and hold/accumulate.

Bob
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