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.
Technology Stocks : Brooks Automation
BRKS 96.74+1.4%Apr 13 4:00 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Johnny Canuck who wrote (1084)11/9/2020 2:00:21 PM
From: robert b furman  Read Replies (1) of 1114
Hi Johnny,

Definitely appears to be a chip industry wide consolidation.

Should mean consolidation and margin expansion.

I think it is a global plan to be ready to address the government sponsored Chinese effort to buy the market.

Must have scale and be most efficient with no or little debt.

Infineon cut their dividend , blamed it on Covid, but they also will have costs after buying Cypress. Need to get those cost behind them quickly - much like Cohu did.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext