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Non-Tech : Kirk's Market Thoughts
COHR 178.06+2.8%Jan 9 9:30 AM EST
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To: Return to Sender who wrote (15351)2/8/2023 11:29:28 PM
From: Elroy  Read Replies (1) of 27007
 
I read a bit about ALGM and agree it's worth a deeper dive. Growth seems nice despite the general semi recession.

I notice they recently acquired a startup with a business in Silicon Carbide. I don't even know what that is, but I recall On Semiconductor also discussing SIlicon Carbide in their press release and conference call. Perhaps these two are competitors?

On also has a big auto semis business.

These guys seem like a nice acquisition target also.
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