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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.17-1.4%Nov 7 9:30 AM EST
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To: Gottfried who wrote (25324)12/12/2013 5:55:55 PM
From: robert b furman2 Recommendations

Recommended By
Gottfried
Runomo™

   of 25522
 
highs of 07 and 08 backtested by lows of 12 and 13.

Then tablets started out selling PC and the equipment investment was seen as safe.

Let the backlog explode with new mobility devices growing as PC's and laptops stabilize.

Like the chart shows more chips being made than ever before and at prices that are lower than ever before = high unit count.

Cohu webcast said test houses had utilization rates in the 80-90 % - close to capacity add times.

Let's hope so !!

Great news and Thanks for posting it all these years!

Bob
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