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Technology Stocks : General Lithography
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To: David Rosenthal who wrote (934)3/23/1998 8:47:00 AM
From: SemiBull  Read Replies (1) of 1305
 
David,

I own a small number of shares of COHU just to provide some
divsification from the rest of my protfolio of semi-equip and
hi-techstocks (:~)).

<<<1. Cohu's top customers are Motorola, Intel and Micron.
Of these, Motorola and Micron's capital spending may be
affected by their current problems.>>

This remains unclear with respect to MOTO and MU. I believe
unless MU's CEO Is flying his MIG over Boise airspace during
the hours of 8 and 1 (rumor had that from insiders there), IMHO
they'll start ramping up their Lehi facility sometime in the 3 or 4
Q with COHU's type equipment.

<<2. Cohu has large exposure to Asia.>

I don't believe this to be correct unless you are linking them with
the general SEA flu.

Look forward to your response.....SemiBull
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