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Technology Stocks : Azenta
AZTA 30.55+1.1%Nov 5 3:59 PM EST
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richardred
To: richardred who wrote (948)6/1/2015 10:14:47 AM
From: robert b furman1 Recommendation  Read Replies (2) of 1138
 
Cree below 30 is a great selling put play( I like the stock too - but no dividend so the put pays better).

There is a rumor on Qualcomm being bought by Intc also - gets their foot in the door on all smart phones.

I still think it is very interesting that Cohu has terminated their poison pill "stockholder rights agreement".

If there is a good fit out there it would be Ter buying Cohu - especially that the guiding light for the company has just retired from CEO to only Chairman of the Board.

Then Amat should buy Ter and they would have a corner on global testing and test handlers with Advantest their other big competitor.

Could be a wild summer - Let's hope so - cheap money does a lot if organic growth is not seen in the future.

Good to hear from you - hoping all is well.

Bob

So far Brks break out did not advance past the first 30 minute high of 11.68.

Some supply coming into the new price - still watching.

Interesting how these semi valuations are being made: Take out the cash and then divided by outstanding - Altera's 54 becomes 46-47.

These semi's all have solid balance sheets - those with margins in the 40% and cash will find higher valuations - the trend is very clear.

That's a good thing !!!
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