Geoffrey, you are 100% right regarding the Cohu & RMBS, I was wrong... :)
Here is the little quote from a article which came out today,
biz.yahoo.com
O'Neill states, ``There is one company on the test and assembly side that I would like to highlight that is very highly leveraged to Rambus (Nasdaq: RMBS - news), and that's a company called Cohu (Nasdaq: COHU - news), which makes test handlers. They currently have a non-exclusive, nonmarketing agreement with all the major testing companies to supply test handlers for Rambus. They have agreements with Agilent (NYSE: A - news), Schlumberger (NYSE: SLB - news), and Teradyne. So if we really do see a Rambus come to fruition here, and heaven knows, we're all keeping our fingers crossed about that, Cohu gets all the business regardless of who gets the tester contract. That's one interesting way to play that.'
Mani |
