RE:Semiconductor is recovering faster than anticipatedThanks for sharing Remyken.
It is amazing to see how bad of an effect on the share price the management comment made during the last financials telecon had and still has.... The semicondustor index is hitting new highs these days and PHO share price barely moves....
Also, how much business is available to PHO assuming that LAM research uses our technology for the new plant being build in south Asia...that plant alone must be worth tens of millions of dollar in new business....PHO should have a pretty good idea about how much it is worth since the RFQ for new equipment must have been sent by now to potential suppliers...
Anyway, it would be nice to see PHO management do a press release, prior to the next financials, with the tone of the NXP one...
GLTA