Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 312.76

+1.1%

Dec 8 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (54288)	10/20/2011 11:00:39 AM
From: robert b furman	Read Replies (1) of 95536

Hi Don, Interesting that while Lam is looking for leading tech business,Cohu mentioned that the back end has been so slow to add capex that older machines that were just getting put back farther to the rear of test houses.These old legacy ,have now become so old that the original makers of the test handlers were no longer in business and the old machines could no longer be supported. The future guidance of Cohu is also weak to poor with several growth areas resulting from the increased use of tablets and smartphones. Mems testing is a growing business resulting from these uses. I guess the one thing there is to be said for those surviving companies - is they have a greater future share of replacement business. The consolidation continues. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next