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Technology Stocks : Cohu, Inc. (COHU)
COHU 28.93+0.9%Feb 5 3:59 PM EST
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To: Henry D who wrote (964)10/1/1998 12:26:00 AM
From: robert b furman  Read Replies (2) of 7838
 
Henry,

I agree.Micron could expand with Intel's cash flow. But both delta design and daymarc enjoy exclusivity (practically speaking)as a vendor for both Intc and Mu.It appears chip makers are selectively recovering.I would expect there order bank to assimilate the real world plus a little because Cohu is working for well capitalized big players.

BWDIK

P.S. Buy below 15 if you can ! :-)

Bob
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