Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sun Tzu who wrote (34744)	8/26/2021 8:39:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 97932

Good Morning Sun, I must add that when Cohu bought Xcerra, the market was not all that robust for their new systems sales. In fact it was in a trough of new system sales. With the current chip shortage and 5G ramp on going, WDC and its merger may just be very busy making what they make and satisfying what appears to be robust demand. With ASP's on the rise, they may just defer efficiencies to simply greater production. Perhaps "It is different this time" really applies. Always scared to even type those words. That would not be the usual merger and maybe they know a lot more than I do (which is very possible). <smile> Bob