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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.82+3.1%Nov 24 3:59 PM EST

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To: Henry D who wrote (1367)8/21/1999 8:01:00 PM
From: semi2000  Read Replies (3) of 7827
 
This is huge!! I have dug some information I believe is not widely known or published.

COHU is working with ALL major RDRAM memory testing equipment makers - HWP, TER and SLB. Following links will show reference made to COHUs Delta design or MX32 series either directly or indirectly.

I think COHU is worth lot more that its current valuation.

HWP:
cohu.com
tmo.hp.com
(search for Delta on this page. Notice Feature page in english does NOT list Delta specifically)

SLB:
slb.com
sumnet.com

TER:
teradyne.com
sumnet.com

Notice that if you search on COHU or Delta on sumnet.com (http://www.sumnet.com/search/iatoc?NS-query-pat=/usa/NS-ElectronicNews-query.pat&NS-tocstart-pat=/usa/HTML-ElectronicNews-tocstart.pat&) you will not see these press releases directly (?) Also if you search on Yahoo for the news release you will not find most of these.

IMO, COHU management does not want to talk about this because they work with clients which are all competitors. I think Delta products must be best or else competitors will not work with Delta.

Best luck.

PS: I hold large position in COHU so I may be biased.
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