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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

4:00 PM EST

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To: Pam who wrote (42834)	1/20/2009 6:28:43 PM
From: robert b furman	1 Recommendation Read Replies (1) of 95526

OK ms Pamela- I can tell that you are avery discriminating female.That is to say very selective. So if you wanna get picky on my little cash bank PLXT,and poo poo it for declining revenues, as there advanced products get worked into more and more future designs<smile>. Then I bring you Aehr Testwith: growing revenues:http://finance.yahoo.com/q/is?s=AEHR&annual And cash per share of 1.62:http://finance.yahoo.com/q/ks?s=AEHR Trading at todays close of a $1.59. This is a growth stock that is discounting cash and has no debt and growing earnings. In all fairness Rhea Posedel did say in the last webcast that the slow dowen had finally caught up with them and the next 2 quarters had little to no visibility. None the less, Rhea does own just under a million shares (12% for just himself) which I have always liked.His last purchase was a direct buy in the market at 2.60 so we can't say too much for his timing (or mine for that matter)<smile>. This is a grower in a very upcoming sector - thermal burn-in subsystems.Largest customer is TXN and they are expanding this year in the Phillipines - so there may be a sevearl quarter lag. What I like the most is this guy has his life in it and when he says they're undergoing cost savinigs - they make money in the toughest of times. They bottom line that cashless expense called depreciation. Nope, more cash per share than the stock price,no debt and they're growing with a large insider position. This is jewel and I just dare you to pick apart this fine little find!<smile> Bob P.S. I do own it and just added today @ 1.70 - hey I never said I was perfect to the last quarter. This folks is a 10 bagger in 24 months. Remember where you hear it. Bob

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