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Re: My Take on FORM      7-Nov-09 11:53 am    
goutah3006,

When FORM announced they lost some market share a couple of years ago they described it as a small amount at the low end of the advanced probe card market. On recent cc's they announced they have regained that market share and I believe they announced they have increased market share albeit of a smaller current market. As you pointed out they were having some issues ramping up production of their new harmony based probe cards when they announced the loss of share and from what I understand once they got those bugs worked out they regained the lost share. I'm not from the industry but I've been invested in FORM and have followed them for a while and have not seen any information that would suggest their current depressed revenues are as a result of market share losses. From what I understand its lower chip volumes and chip makers holding off on design changes.
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mylkvveed


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  Subject Author Rating Time of Post (ET)  
 
Formfactor (FORM) at 808 Million has roughly half of it...
brother_fir... (2 Ratings) 5-Nov-09 12:00 am  
 
Thanks for your comments. I've been holding FORM ...
goutah3006 (1 Rating) 6-Nov-09 01:19 pm  
 
Nice analysis, thanks. I am new to this indu...
rothingham Rate it 6-Nov-09 01:59 pm  
 
FORM Vs. CSCD. Actually I own both (m...
eac756 Rate it 7-Nov-09 12:35 am  
 
Thanks for the reply. Certainly a ...
rothingham Rate it 9-Nov-09 08:56 am  
 
Re: My Take on FORM
mylkvveed Not rated 7-Nov-09 11:53 am  
 
Thanks for the update. I'm glad to hear...
goutah3006 Rate it 15-Nov-09 11:14 pm  
 
The stock technicals say is going much higher. Wa...
dre8385 Rate it 10-Nov-09 07:59 am  
 
Best of luck to all you longs. I abandoned s...
brother_fir... Rate it 13-Nov-09 11:06 am  
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FormFactor Inc. (FORM)

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