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Technology Stocks : Verigy, Ltd. (VRGY)

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To: Kirk © who wrote (15)1/13/2010 11:59:38 AM
From: etchmeisterRead Replies (1) of 22
 
Looks like the FORM warning could provide a nice opportunity
DDR 3 looks VERY strong - looks like VRGY is nicely participating - FORM used to be hyped by analysts but it appears they have problems with execution.
VRGY now going after FORM's probe cards (an older story though).
Rats - another CC to dig into - but otherwise you do not get the details.
High estimate for LRCX now $ 4 - 3.5 - 4.5?
eetimes.com
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