Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.13

+3.5%

Nov 21 9:30 AM EST

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To: Victor who wrote (1476)	9/19/1999 8:40:00 PM
From: semi2000	Read Replies (1) of 7826

Victor - Thanks for great analysis and posts! Have you followed recent development Rambus (RDRAM) project with Intel? Seems to me PC133 is taking some light away from RDRAM due to cost etc. Since SLB, HWP and TER are fully loaded with RDRAM testers, COHU will benefit. However, if PC133 to take more limelight away, is COHU also supplying equipment to PC133 testers? I know MOT, MU and TXN have all done 100% plus this year indicating strong semi deamand (I think all of these are COHUs customers). So the foundation of demand is pretty strong. BTW, any idea on how much Mx32 costs a piece? Thanks

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