Back in June I wrote this little post:
After that, I ended up investing in AEHR, but at least two of the three questions I asked in that June post remained unanswered. I decided to invest largely because of the huge market opportunity.
Now, it looks like customer concentration has become an issue, but it’s always been there. Also, not sure this has been addressed somewhere, but I’m going to bring it up again: they say they have an installed base of 2500 machines; where are they? I wonder whether anyone has clarity of that.
In any case, I still have my AEHR position and still believe in the company and the market opportunity.