Zeev, CGNX had a very strong day, pushing through 38 to close up 1.69 at 38.48.
That number is both the daily high and a 42 month high, all on substantial volume. Additionally, CGNX has reduced the SEMI OEM segment of its business to <40% of revenues, per its most recent 10-K.
Does any/all of this suggest to you a more positive prognosis than you might have previously estimated?
Thanks in advance for your observations.
regards,
phill