Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

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To: Return to Sender who wrote (95038)	9/11/2025 10:03:03 AM
From: Sam	1 Recommendation Read Replies (2) of 95367

LITE might be the better play? But the chart on COHR says wait to buy to me and LITE is like a runaway train. Well, I've traded them both a little but mostly held them up and down, thinking both were good companies in solid businesses. For a long while, COHR/IIVI was a better stock than LITE, but a few months ago, LITE definitely pulled ahead and has been on fire since July. They were both around 90 in July but then COHR dropped while LITE shot up and I haven't been able to figure out why. Right now, I am out of LITE, have sold everything at prices between 130 and 167. But I have a pretty big position in COHR. I would love for it to do what LITE did but it seems very reluctant.... -g-

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