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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: James M. Belin who wrote (28953)6/11/1998 5:32:00 PM
From: Knighty Tin  Respond to of 132070
 
Jim, yes, I do know AEHR Systems. It is a classy little co. in an industry that currently sucks wind. They are a dinky firm located in Mountain View, and I have always liked Mountain View since high school when our team traveled across the Bay and I beat their top player in a tennis match. -g-

Seriously, this is a very small co. and the key is survivability. I think they probably do survive, as their burn-in systems are well liked in the DRAM business. And, as DRAM will always be a commodity business, higher yields are vital. Aehr products help the cos with that. However, right now, that industry stinks so bad and is so overbuilt that I don't see much in the way of growth for the next couple of years, at least.

So, yes, put it on your watch list, but don't be in a hurry.

MB