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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 (19)11/23/2006 9:05:26 AM
From: robert b furman  Read Replies (1) of 157
 
HI Tom,

Cohu's website gets changed about every 2 for 1 split also.GG

These companies really focus on their products and getting/keeping long term customers.

The rest is for long term stockholders to muse over.

I hate seeing this nice little company get this nasty shake out but it is providing a good entry point.

I'm thinking the 4.10 range is where I'll dip my toe.

If it went into the 3 again - it would be a gift and book value at 2.60 ish would be a steal.

These little tech companies go through vicious shakeouts and they can provide easy doubles over the course of longer term positional trades.

I agree about Aehr having nice growth and their balance sheet is typically like a rock.

All we need is Mr market to proclaim Q4 or Q1 07 to be a slow capital equipment market and we'll get a great average down opportunity.

Tax loss selling in December may provide that entry point.

Burn In boards are becoming more complex (both heating and cooling).I believe it is a relatively unknown process change in the making of IC that will provide growth at a rate above the overall industry.

This stock is a great long term accumulate.

It could well be a 4 or 5 bagger and a 2 for 1 split over the next 3-5 years.

Good to have some one to bounce my crazy ideas off of on this lonely thread.

Let's hope some day it gets busy speculators,as they drive the price up.<smile>

Have a HAPPY THANKSGIVING.

Bob
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