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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (1451)	9/16/1999 10:20:00 AM
From: KLINVESTOR	Read Replies (1) \| Respond to of 7826

Bill, Points well made on the friction that could occur between a combined handling & tester supplier trying to build equipment which interfaces with the testers from other companies. Following the logic, what do you think has been the impact of TER trying to integrate their own handler with their own testers (Kinetrix Division)? After the initial announcement by TER I have heard very little about it? Are they having problems competing with the likes of Cohu? Do you think there are any good semi-equip companies that Cohu would fit together well with? Good luck.