Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 30.82

+6.5%

Feb 6 3:59 PM EST

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To: robert b furman who wrote (960)	9/26/1998 11:25:00 AM
From: KLINVESTOR	Read Replies (2) of 7840

Robert / HenryD, I agree that the current severe drop off in orders for the industry is pretty scarry. On the plus side COHUs two big customers being Intel and Micron still seem poised to proper. Intel should grow at the same rate as PC growth and Micron seems well positioned to benefit off the Korean Fabs inability to make a profit or even get close. What is very interesting right now is the Korean DRAM Fabs are unilaterally shutting down a week or two a month whereas Micron continues there Fabs a full tilt and with no inventory on hand. DRAM prices are moving up some over the last two months. My guess is the Koreans Fabs have a much higher breakeven point than Micron thus they can justify the shutdowns. The long and short of that is as the DRAM market begins to recovery I would see Micron being in the best position to expand capacity thus needing Cohu equipment. Maybe I am just an optimist. The next few months will be interesting. I also think the voice recognition software coming out, the new version of NT, and others to be potentially good drivers of new PC growth over the next year or so. Good luck.

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