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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.62+0.3%1:13 PM EST
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To: robert b furman who wrote (2985)6/6/2002 11:42:31 AM
From: geoffrey Wren  Read Replies (1) of 7827
 
"Manufacturing is up and that spells more chips."

Sure, cars, use chips. Seems to me it was like 10% of chips go into cars. But cars are steady.

Washing machines, sewing machines use few chips.

DVD's, televisions use some chips.

Factories use some chips.

But most chips go to cell phones, cell phone networks, phone networks, home & office computers. These markets are doing poorly. And there will be lag time from when they pick up until orders pick up in the equipment area.

I can see COHU going to 18. Hope I'm wrong about that.

GTW
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