Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: KLINVESTOR who wrote (31466)	7/16/1999 7:29:00 AM
From: w0z	Read Replies (1) of 70976

*OT* COHU vs. TER I would add that COHU is much more dominant in their segment than TER. TER has several very strong competitors (HWP & SLB for two) and COHU has ALL of these as partners...i.e. COHU is the preferred test handler supplier to the entire segment! That should mean higher margins. Ain't market dominance nice ala AMAT!..as long as it's legal.. :-)

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