Shlomi Cohen

Shlomi Cohen
Contributor since: 2006
Company: Globes
ant TV panel , HD LED OLED 3D, needs to be checked by ORBK machines which control 80% of the market. About its PCB division it said last week :
"Orbotech Ltd. (the “ Company ”) disclosed today at the Annual Needham & Company, LLC Growth Conference that its goal is to double the number of direct imaging units installed by the Company in 2010 as compared to 2009. "
agree great niche software company.
I'll visit the Fab soon and I'll be back with conclusions in one of my next articles.
yes I also recommend NVMI but prefered to add to the list only one , CAMT, from the small Israeli semi equipment stocks.
here is a great presentation by the CEO with hints on a new technology coming soon :
www.wsw.com/webcast/ne.../
QCOM is a great idea for the coming decade in which the moblie internet will be huge.
"just a variation on Genzyme's cerezyme"
you are dead wrong. it is a new plant based patented platform cost much less to produce and much more safe from viruses, the huge problem GENZ has.
It is not PLX against GENZ . It is PFE against GENZ.
Here from Oppenheimer :
" PFE conveyed significant enthusiasm for PLX's technology platform,
describing the prGCD collaboration as a "first step." PFE said it had interest
in a broader collaboration but moved rapidly on prGCD given emerging Gaucher
disease developments. Coming out of the meeting, our sense is that a PFE
acquisition of PLX clearly remains a future possibility."