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Technology Stocks : Azenta
AZTA 30.21-1.8%Nov 4 3:59 PM EST
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To: robert b furman who wrote (1007)12/1/2016 1:11:36 PM
From: richardred  Read Replies (1) of 1138
 
No argument from me Bob. Great points on what you said. I've always enjoyed their CC. I have no doubt their cryogenic Bio storage business is a unique GEM. Unique high margin GEMs, attract attention. Another point I'd like to add. The Bio storage business is relatively unknown by Wall Street. Although small now in ranks to other more well known sectors. RE- Artificial Intelligence/ Drones/ AR/VR Driverless vehicles. ect. I see this as a exciting niche sector with BRKS being a leader.

Especially Like.
Schwartz has executed brilliantly in both the semi sector and life sciences -

I like buying stock in companies that are way smarter than me!! <smile>

Unlike Cree and LED BULBS - I do not see a Chinese competitor that can knock off their product/services.

Rick
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