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Technology Stocks : AEHR
AEHR 26.01+3.6%Oct 31 9:30 AM EST
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To: robert b furman who wrote (91)7/24/2007 12:48:27 PM
From: Tom Caruthers  Read Replies (1) of 157
 
Hi Bob,

I was thinking the same thing...buy the rumor, sell the news. I am afraid of today's market weakness will carry over and crush AEHR if they don't really outperform. I read an article today that KLA was predicting a strong second half for flash after semis have worked off excess inventory in the first half.

I think today is a tricky quarter. But last quarter, they said TXN was looking to make new purchases, so who knows.

But I think if AEHR drops back, it's still a long-term buy IMO. So I'm going to hold. You can tell me I told you so tomorrow!

Tom
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