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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.26-2.0%Dec 31 3:59 PM EST

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To: Proud_Infidel who wrote (2525)12/11/2001 9:06:46 AM
From: robert b furman  Read Replies (3) of 7827
 
Good Morning Brian,

It is great to see that high technology capabilities are at maximium capacity.
Really .15 micron isn't even cutting edge.

I think all this bodes well for Cohu,in that it is the sole maker of pick and place testhandlers.

Additionally as these tests become more intense,the capability of cooling the chip during test cycles will ensure that Cohu remains at the edge of the technology for at least the next generation of testhandlers.

I still think the BIG ACE CARD is in the hand of whoever buys Schlumbereger's test division(They'll pick up Intel's business).

Bob

P.S. been studying the order of a new Dell. Before the 2.0 chip was bragged about - now you have to look for it - they're pushing deals on 1.7,1.8,1.9's.

I'm not sure what those are - I suspect 2.0's that don't test out so well????
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