Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.93

+3.6%

3:07 PM EST

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To: EACarl who wrote (1221)	2/24/1999 11:17:00 PM
From: robert b furman	Read Replies (1) of 7827

EXACTOMUNDO P.S. I wish I knew how to hot link - Great article on Intel pushing out 820 mghz Pentium III, Mfrs of Direct Rambus Dram having yield problems(featured on www.semibiznews.com site).Complaints about expensive test equip.(read Cohu pick and place testhandlers).Original intro date was june now pushed to sept. to increase yield of mfrg process.Pushout was expected however advantage expected to be gained by first Rambus Direct DRAM mfrg is now being minimized because the herd will be producing at the same time the leader will be producing - read many people coming on stream during 2nd and 3rd QTR.If testers show poor yield then it is deduced that test handlers are in place and Qtr II and III will be good for Cohu.I expect better than expected earnings. Poor yield is an indication of mfrg process as determined by testhandlers.Poor yield requires testhandlers already in place to determine yield.This proves business will pickup .IMHO Bob

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