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Technology Stocks : Azenta
AZTA 30.55+1.1%Nov 5 3:59 PM EST

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To: richardred who wrote (941)4/29/2015 9:08:02 PM
From: robert b furman  Read Replies (1) of 1138
 
Hi Rick,

I said that poorly.

Semi equipment had a soft patch at the end of 2014.

Book to bill has been over 1:00 to 1:00 January and February with a high of 1.10 to 1:00 in march.

I think Q4 was slow and seasonal, like usual Q1 had bad weather and Q2 will be a catch up - to the surprise of many.

Housing and autos are still pent up and growing slowly but at very sustainable levels.

Long slow growth at low interest rates - long term advance - not a bubble.

Do not fight the fed !!

Bob

Cree outsourcing is smart and will ADVANCE REVENUE.

Would love to buy it below 30.00 (dreaming)??

Bob
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