SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : AEHR
AEHR 26.01+3.3%3:59 PM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: robert b furman who wrote (136)9/7/2008 8:34:17 PM
From: Tom Caruthers  Read Replies (1) of 157
 
Hi Bob,

I didn't have a plan to average down, having made my bed and now having to sleep in it. I'm not that concerned about AEHR, though. Spansion will need to improve efficiency to compete in markets where margins are very thin. It will drive usage of AEHR's FOX test systems even a capital budgets get scaled back. AEHR doesn't need to sell 25-50 systems a quarter to get decent numbers. They are so small that a handful of sales plus recurring revenue from contactor reorders should be good for the stock price.

In anycase, I do see their cash as being the absolute bottom. But in case we get to the mid $3's, I will probably buy some more.

Tom
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News