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To: The Ox who wrote (3304)4/3/2014 4:11:01 PM
From: robert b furman1 Recommendation

Recommended By
The Ox

  Respond to of 8253
 
Hi OX,

CEO of Cohu (who just bought Ismeca , maker of turret handler used in led light making) says that making LED lights is like how the semi business was 20 years ago.

The most efficient processes are still being evolved.

Huge savings as efficiencies improve so much, that margins will still be good by the best / leaders.