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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: richardred who wrote (953)	5/30/2012 10:16:45 AM
From: robert b furman	Read Replies (2) of 8260

HI rich, I've never owned AVAV but liked it for a while. The defense cuts have me skittish on defense. That being said drones are where it is at. BMS a division of Cohu is big in drones and security. Mobile is where it is at - yet PC cycle will always give us moderate growth. In all more semi chips and that is good. Dell and HPQ too concentrated on PC cycle and must diversify. Tech changes so quickly!! Bob

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