Nice thread.

ATRM update:

First, looking at the TXN earnings PR we have this very bullish indication for ATRM.

Texas instruments (TXN) earnings were strong particularly from analog chip demand which is
most relevant to ATRM. They also announced a huge increase in capex from $300M to $800M
which would likely be extremely bullish for ATRM. TXN has been a known customer for ATRM's
equipment. Coming after Linear Tech's reported strong analog demand, ATRM equipment orders
and/or their guidance could be very strong especially sequentially.

On the the CC things sounded even far more bullish for ATRM.

From the TXN CC "Capital expenditures increased to $226 million in the quarter. Most of
this was spent in assembly and tests to help remove operational bottlenecks that are
associated with the significant increases in demand that we are seeing". This type of
equipment would likely include some equipment from ATRM.

The story just keeps getting better though. In the CC TXN also talked about how the 300 mm
wafer fab for analog chips they're making operational shortly is equipped with a bunch of
equipment they obtained from Comona's bankruptcy sale. But the next sentence is the likely
big plus for ATRM when they say "we're also purchasing additional assembly and test
equipment to alleviate the stress that current high demand levels for certain package
types are placing on our operations and our product lead times." This test equipment again
sounds like what ATRM would likely be providing.

The bottom line is in comparison to it's rather moribund Q2 report, Q3 and especially the
guidance going out to Q4 should be very strong.

I hope the company gets their message out and picks up analyst coverage because this stock
should likely be far higher if this major analog chip demand continues to be a theme as
others report,the fundamentals should drive this well into the $3's and it could happen
after they report on Wednesday 10/21.