Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.13

+3.5%

Nov 21 9:30 AM EST

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To: Henry D who wrote (1214)	2/21/1999 11:31:00 AM
From: KLINVESTOR	Read Replies (1) of 7826

HenryD, Does copper technology have much impact on Cohu? What is your read on the impact of the new DRAM technology that Intel is supporting with investments in Micron and others. My understanding is that test times increase a fair bit something like 30-40% which has to be a good sign for Cohu. Back to my original point, I have been reading a lot about Fabs increasing current capacity or yield improvements. My thought was that higher yields in the front end meant more testing in the backend. So I agree that the frontend is being driven by new technology or upgrades but I am hopeful the backend is also being driven albeit by slightly different forces. Either way the BTB numbers continue to be encouraging. Good luck!

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