AEHR Message Board - Msg: 25378246

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Technology Stocks : AEHR

AEHR 25.88

+2.8%

2:23 PM EDT

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To: EACarl who wrote (149)	2/2/2009 4:05:34 PM
From: robert b furman	Read Replies (1) of 157

Hi Eric, I've not received their annual report yet. In the past I asked who was a major customer and I think Tom thought it was TXN. If so they are about to expand in a new Fab in the Philipines mid year. These guys make moey selling wafer contacts and machines break them out over the top. They have only 8 million shares outstanding and any profit comes in big (losses as well). I get the feeling they are run very tight and we can't be off more than 1.50 now. They are a long term play that I'm most comfortable with. Much more so than Intest. I've paid cash for some and have thrown them in the fuggetaboutem drawer.My bet is 2-3 years out they are a 10 bagger(15 plus). I have some at 4.40 and when /if they catch a pop I'll sell some out at the higher price and average down. They are below cash now -0 that's cheap. IMO Bob

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