Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.97

-2.7%

2:25 PM EST

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To: Mike Redding who wrote (2049)	7/18/2000 9:46:29 AM
From: robert b furman	Read Replies (1) of 7827

Hi Mike, 1) Agilent 2) Schlumberger 3) Teradyne Any bid by the first two would bring on a strong upbid from Teradyne.IMHO The largest global competitor is Advantest (japan)Their business model includes combining testhandlers and testers. If Teradyne wants to become the sector 800 pound Gorilla - they must combine testhandlers.Teradynes past attempts at producing testhandlers inhouse never realy resulted in sales. It is more efficient for them to obtain the competency than build it. Teradyne's currency (stock) has outperformed Cohu's stock.This would enable a relatively cheap buy and reward the holders of Cohu. I think Ter is happy to just buy the testhandlers and not the company.However an offer from Agilent would force the upbidding.Schlumberger has the capability of buying also and with the mutual customer of INTC - may join the bidding as well.It is a good possibility that could become very lucrative. JMHO Bob

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