Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.25

-1.0%

2:37 PM EST

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To: robert b furman who wrote (1836)	3/31/2000 1:23:00 PM
From: Artslaw	Read Replies (1) of 7827

Back in to Cohu at 40 today, mostly based on the end of this little article: Message 13323115 Keiichi Shimakura, associate senior vice president of NEC, said the company is looking into outsourcing micro-BGA package assembly, but will continue to do its own testing of all Direct RDRAM devices. Even though Direct Rambus requires expensive new testers costing several million dollars each, "we want to retain control over this critical part of the backend process," he said. I liked the fact that they are buying their own testers, and I liked the fact that they were paying millions. I also liked the fact that they are outsourcing the packaging, since I own a ton of Amkor. . . Steve

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