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Strategies & Market Trends : Value Investing
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To: pcyhuang who wrote (44973)10/14/2011 9:25:38 AM
From: robert b furman1 Recommendation   of 78634
 
Hi PC,

Great input.

Note to file.Retired exec Senior Vice President (Shay Torton)from Klic has been hired by Cohu.

ir.cohu.com

Cohu has also outsourced production of newest test handler to singapore contract manufacturer.

So far they have been plagued by quality problems and have not resulted in anticipated 10 5 margin expansion.

To be fair it is a new venture.

Perhaps Mr Torton can turn around margins just as mention ramp up from large IDM occurs in Q 4.

Bob
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