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Technology Stocks : Semi Equipment Analysis
SOXX 302.84+2.0%4:00 PM EST
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To: robert b furman who wrote (5238)9/1/2002 4:34:04 PM
From: Cary Salsberg  Read Replies (1) of 95503
 
RE: "I have long been a forecaster of either AMAT or A buying out Cohu as they decide to enter the backend of the semi-equip."

I don't understand why AMAT would buy COHU or why they might want to enter the "backend". A seems like one we can watch for 5 or 10 years to figure out what their competitive advantages and barriers to entry are. They have a wonderful pedigree, but it is hard to know how benign the spinoff really was.
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