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


To: Henry D who wrote (1880)4/19/2000 3:14:00 PM
From: Mani1  Read Replies (1) | Respond to of 7840
 
Record numbers (revenues, earnings, orders)

$1B orders from TER,

TXN increasing cap spending from $2.0B to $2.5B

INTC increasing cap spending from $5.0B to $6.0B

INTC reporting capacity shortages in CPU and flash

MU increasing cap spending

MOT increasing cap spending

AMD reporting continued aggressive spening, sold out in flash and K62

COHU stays cheap.

I am NOT selling

Mani