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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (34679)	8/25/2021 2:36:06 PM
From: ajtj99	Read Replies (1) \| Respond to of 97926

It bodes well for the future of the company to get into SSD's finally.

To: Sun Tzu who wrote (34679)	8/25/2021 2:47:47 PM
From: Lee Lichterman III	Read Replies (2) \| Respond to of 97926

On the opposite extreme, SAVA getting a haircut accused of massaging data on their Alzheimer's drug trials. Love to be a fly on the wall and know if true/false.

To: Sun Tzu who wrote (34679)	8/26/2021 8:15:42 AM
From: robert b furman	1 Recommendation Recommended By ajtj99 Read Replies (1) \| Respond to of 97926

Hi Sun, I'll vouch for Sultan's view. Usually a merger of equal size takes about 2 years of severance pay, manufacting repositioning, closing of lease agreements, and sale of excess properties. Many write downs and reduced earnings. When finally completed, it usually has the makings of a great turnaround story. Just my past experience with Cohu who bought Xcerra in October of 2018. My hope is that by year end they will have eliminated the debt incurred to make the acquisition. Bob