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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (82615)7/30/2000 2:45:23 PM
From: Don Lloyd  Read Replies (1) of 132070
 
MB -

[...I believe that we are at a cyclical peak in chip equipment sales and that Cohu does not have much going for it other than the cycle.]

I had a message from a friend the other day saying that ASML (steppers) was quoting lead times of 18 months, due to parts shortages, and that used machines were priced in the market above new, if they were available. When you can't grow your shipments, your stock will stop rising, and your order backlog will eventually be cancelled.

Regards, Don
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