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Technology Stocks : General Lithography

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To: Volsi Mimir who wrote (991)	5/19/1998 12:45:00 PM
From: Andrew Vance	Read Replies (2) of 1305

AV--I really do not know why it is weak other than a perception that a flat to declining situation will occur in the upcoming quarters much like for the rest of the equipment companies have experienced and predicted. With that said, the stock is showing strength today and is up 1.5 as of this post. The trend is down and a recovery may be tied more directly, now, to the turnaround in the entire sector. The strength COHU has shown previously was more in line with the type of equipment (diagnostic, inspection or testing) it is associated with that might be more insensitive to the stagnation of the sector expansion and growth. In this area COHU is not alone. Both KLIC and TER have not fared well while the likes of KLAC seems to be barely holding its own. All 4 are involved in the testing/inspection area and may have lagged the "crisis" by a quarter or two. They may have also been slightly insulated so their fall may not be as severe or as long in duration. Andrew

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