Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 28.10

+0.9%

3:59 PM EST

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To: Jiji Alex who wrote (24)	7/12/1996 7:18:00 PM
From: Vince S.	of 7827

Don't worry about 2nd qtr, the following qtrs are the issue. Most customers are delaying shipments and most semiconductor assembly and test facilities are not running at full capacity. Which means only one thing, no need to purchase capital equipment in the next few qtrs. Beside 1994 to 1995 most semiconductor houses, contract assembly and test facilities already over purchased handlers to meet the 40% growth rate, but this yrs is not 40% which means over-capacity!! Cohu major product are the DELTA FLEX and RFS handler used by MOT, and they are under extreme pressure. Other customers such as; TI, INTEL, SGS are very cautious at this point on capital spending. My personal opinion is SELL on all semiconductor backend company stocks and wait for the next cycle. The next 4 to 6 qtrs are going to be a tough on for all equipment manufacturers.

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