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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (38677)3/20/2008 4:00:14 PM
From: robert b furman  Read Replies (1) of 95573
 
Hi Don,

Over time Cohu will be recognised at one of the top thermal engineer manufacturers globally.

Thier thermal subsystems are the culmination of two acquisitions made over the last 2-3 years.

It has enabled them to create a second generation piece of equipment that combines the proprietary designs.It is an integral part of Intels move into 45nm.

As we read about intels Quad core 45 nm chips being sold for servers @ 1060 (in 1000 chip quantity_ it is Delta's thermal stsems and testhandlers that enable these high performance rating during test and this bumps hugely the ASP.

Thus the 8th year for Delta to receive the supplier award.

Today looks to be that huge volume break out day that we've dreamed about for years.

stockcharts.com

I've got to tell you - I think I need to go home hug my wife and pinch myself as this break out has been a nice reward after buying the dips all these years.

Thanks to all on this thread ,as you have all helped me maintain my perseverance and sanity during some very depreessing times.

YYYYEEEEEEEEHHHHHAAAAWWW !!!!! YYYIIIIPPPPPPPEEEEEEE !!!

Bob

EDIT jumped two points as I was typing this.- I'm going to the bar !!!!!!!!!

stockcharts.com
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