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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.11-1.3%Nov 14 9:30 AM EST

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To: w0z who wrote (1429)9/14/1999 5:56:00 PM
From: semi2000  Read Replies (1) of 7825
 
Has any one given thought to what will be future growth areas for COHU?

Would it be testers or is it something like factory automation? Like BRKS, ASYT or PRIA. After discussion with John Allen one point became clear - large cash position of company *helps* win better contracts because customer feels more comfortable about long term prospects. Company with large debt and leveraged operations may be good in 'good times' but when things start going wrong it is not so good.

I suspect order rate for Mx32 must be extremely good. Today TER was up little less that 4 and cohu was down 1/4! Way to go. COHU must get the message out to investment community to get more visibility and better returns to investors. I have not other complains.
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