Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.31

+1.1%

12:59 PM EST

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To: Henry D who wrote (1189)	2/5/1999 7:41:00 AM
From: robert b furman	Read Replies (1) of 7827

Hi Henry, I may worry but I will always keep the faith.I think the announcements regarding both Teradyne's and Hewlett Packard's joint efforts with Delta's castle test handlers is really exciting.In the past Advantest from Japan has owned this market.This marks a first for domestic testhandlers to participate in the DRAM testing. So far Intel has made $100 million to Samsung,$500 million to Micron cash infusions specifically for the production of DIRECT RDRAM production.These are required for their wideband 500 mgh Pentium III chips and their Camino core logic chip sets. Additionally Toshiba has confirmed Intel has also made an offer.It is rumored NEC and Hyundai were given proposals as well. If Cohu can sell Castles to all those chip companies they stand a shot at saying "The worlds largest mfr. of testhandlers instead of the largest U.S. Based mfr. of testhandlers! Most Importantly this package of business can occur now - rather than waiting for S.E.A. to recover. This can greatly enhance earnings up out of the bottom as well as build backlog in a proven device that will maintain margins (unlike the enterprise). All very good news! As we live thru this cycle upstart,if Cohu's stock price has any setbacks - I will reposition my stock portfolio to get all the Cohu my money can purchase.This stock is a 2 for 1 split and headed fo 40. I believe as KLINVESTOR says the spread between Cohu and Teradyne will be narrowed as Cohu does business with Teradyne,Hewlett Packard and Schlumberger. Have a nice day and buy more Cohu if it gets cheap. Bob

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