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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Marcel who wrote (38855)	3/24/2000 11:25:00 AM
From: Marcel	Respond to of 93625

I second that keeping our fingers crossed remark... Friday March 24, 9:30 am Eastern Time Company Press Release SOURCE: Wall Street Transcript The Wall Street Transcript Publishes SEMInvest 2000 Semiconductor Equipment Conference Issue NEW YORK, March 24 /PRNewswire/ -- Four leading analysts and eighteen members of top management examine the Semiconductor Equipment sector in this special 78-page SEMInvest 2000 Special Issue available at twst.com or by calling The Wall Street Transcript 212-952-7433. In a vital review of this sector for investors and industry professionals, this 78-page issue features: 1) Semiconductor Equipments -- Susan Billat, Managing Director with Robertson Stephens, Robert Maire, Managing Director at Bear Stearns, Michael O'Brien, Managing Director with Wit Soundview, and Theodore O'Neill, Principal with Needham & Company, examine the outlook for Semiconductor Equipment in this timely and deeply informative 15,200 word interview from The Wall Street Transcript (212/952-7433) or twst.com Commenting on the semiconductor equipment sector, O'Brien states ``This has always been a cyclical industry and it will continue to be a cyclical industry, so periods of over-investment follow periods of under-investment.' On consolidation, O'Neill states, ``Well, it's very expensive to do it right now, and if the industry was really inclined toward doing it; Teradyne would have bought LTX Corporation (Nasdaq: LTXX - news) when it was selling for 15/16 (less than $1.00) back at the bottom of the downturn. On the other hand, the rise of the foundry model and the fabless model has really changed the selling equation.' Maire declares, ``Case in point, Motorola (NYSE: MOT - news) has been a huge semiconductor manufacturer, but there have been all sorts of discussions in the investment community as to whether or not they should hold onto these multi-billion-dollar assets, their fabs, which may not be as productive as putting their money elsewhere. Why not let Taiwan outsource it?' O'Neill states, ``There is one company on the test and assembly side that I would like to highlight that is very highly leveraged to Rambus (Nasdaq: RMBS - news), and that's a company called Cohu (Nasdaq: COHU - news), which makes test handlers. They currently have a non-exclusive, nonmarketing agreement with all the major testing companies to supply test handlers for Rambus. They have agreements with Agilent (NYSE: A - news), Schlumberger (NYSE: SLB - news), and Teradyne. So if we really do see a Rambus come to fruition here, and heaven knows, we're all keeping our fingers crossed about that, Cohu gets all the business regardless of who gets the tester contract. That's one interesting way to play that.'