AEHR Message Board - Msg: 22919872

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Technology Stocks : AEHR

AEHR 25.45

-2.2%

11:52 AM EST

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To: Tom Caruthers who wrote (10)	10/18/2006 10:27:04 AM
From: robert b furman	Read Replies (1) of 157

Hi Tom, I'm wondering if Cohu is taking market share? Cohu's recent last 2-3 acquisition have all beeen for burn in boards. If you want to see how competition against Delta ends up look at the dismal history of Aseco. I know I lost some good money betting on diversification - should've stayed with best of breed Cohu/Delta. Delta last Quarter shipped 6 million in burn in boards and will ship 15 million hopefully this quarter of next. They could well be in different sectors - I'm trying to learn how burn in boards are used and for what different products ,but there is very little info out there. Bob

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