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Technology Stocks : Agilent Technologies (A)
A 146.36+2.1%Oct 31 9:30 AM EST

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To: robert b furman who wrote (560)7/19/2005 10:33:08 AM
From: richardred  Read Replies (1) of 620
 
Bob: I have some money riding, consolidation will be forthcoming in the testing sector. Anything is possible, COHU might look tempting to A. I think COHU will be a more likely buyer of a smaller company.

I own some RTEC,KEI and MTSN. RTEC still doesn't have August nailed down yet. If KLA wins. I think chances are good someone will want RTEC maybe COHU<G>.

Regardless of takeover speculation. I like the testing sector for it prospect going forward. Kind of like GM retooling for a new model. You need to purchase new generation testing machines for manufacturing a new semi line.
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