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littlefish

08/14/17 10:18 PM

#14 RE: southacresdave #12

I bought a starter. Certainly better looking than most junk out there these days.

Remember though, a chunk of these bookings are likely part of the Bosch win coming thru and that was supposed to be front loaded to 2017-2018.

Also, the business in general seems a little bit commoditized in terms of the machines they sell to companies for speed up software embedding onto chips (if embedding is the right word and if I even said that correctly, I have no clue about their stuff other than it speeds up a piece of the process for chips in a couple specific segments like auto).

I did like that the CEO spoke out clearly that the front half was unprecedented and to not have expectations set too high. Wish we had more peeps like that out there. If it comes down some to help me build a position, I'd probably see if I could make it out there to meet with them providing they'd have me.

It isn't real cheap but looks cheap enough to start a position in this continued frothy market.

I did get lucky and eek out a new high. :)

Good luck. All IMO only.

Trent Blair

09/12/17 11:10 PM

#19 RE: southacresdave #12

Really like the bookings trend. I agree this should be a multibagger in a few years.