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Technology Stocks : Aehr Test Systems (AEHR)
AEHR 25.70+3.5%Nov 5 3:59 PM EST
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To: jeff f who wrote (37)10/9/1997 6:47:00 PM
From: CALLS&PUTS   of 128
 
Gentlemen,

I come from a company that does heavy BI. Now I am not saying that the AEHRtest system is bad. It is however too specialized. Most companies has a base of Criteria (Reliability Inc.) BI boards, drivers and ovens. AEHR puts themselves out of this market with their own (though proprietary) standards. Their ability to create business with US companies is severely hindered by this and to increase there installed base even overseas will be slow.
Burn-in is considered the "we hate to but we have to" operation in semi flow. Everyone is trying to minimize BI cost and BI times, this will eat into AEHR business and manuf tech increases. I see AEHR continue to maitain their market however growth will be stagnent.

Also the reason AEHR went public was to pay off debt. They have yet to commit to really growing their business (this would require extending themselves beyond BI systems IMO). Also the BI boards themselves are not proprietary and can be built by any PCB shop (most others can make it cheaper than going thru AEHR).

In conclusion I hope I answered your questions, if not feel free to post more. Good luck with AEHR, but I see it as a non-growth co and it high tech that will mean very cyclical with tendency toward major stagnation.

CP
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