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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: Kirk © who wrote (4763)4/18/2017 1:06:00 PM
From: robert b furman1 Recommendation

Recommended By
Kirk ©

  Read Replies (1) | Respond to of 26721
 
I'v e been waiting for Cohu to buy them.

Thermal subsystems and probe testing - Cohu does both.

Aehr test is the Indian owners name spelled backwards - used to work for one of Cohu's old divisions long time ago Fisher electronics - made metal detectors.

Smart Indian EE engineer.

Making a good product but always out of money.

Plant is in Fremont - if we get that Border tax adjustment - someone may buy them for the manufacturing facility.

I'm just not made to go short.

I can hold a stock underwater almost forever, if it pays me to wait and has a solid balance sheet with leading edge products.

Not proud of that but I'm comfortable with strong balance sheets - even if they are cyclical.

Bob