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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (31467)	7/16/1999 7:55:00 AM
From: KLINVESTOR	Respond to of 70976

Bill, Off Topic ==== Good point on Cohu having no serious U.S. competition whereas TER has significant competition. Just one more reason that Cohu is an incredible bargain right now. Also, Cohu is a more likely take over candidate (premium etc.) due to its nice fit with the same companies you just mentioned! Cohu also has one of the cleanest balance sheets ever. Roughly $9 per share cash and no debt. Almost to conservative a balance sheet. Today should be a great day for Cohu! Good luck.