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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: Mason Barge who wrote (1014)11/7/1998 12:33:00 PM
From: David Rosenthal  Read Replies (1) of 7838
 
Mason,

I agree with your general observations. However there is a wildcard w/respect to TER entering the handler business. If TER takes away business from Cohu then truly the story has changed for this stock. I don't know a good way of finding this out except by waiting for new order announcements from both companies.

Dave
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