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


To: John Cuthbertson who wrote (1887)4/21/2000 4:27:00 AM
From: Henry D  Read Replies (1) | Respond to of 7827
 
have the fundamentals changed??? COHU's handlers are still in demand, the semi industry still growing esp in communication sector.

the only potential problem i can see is that the new handlers are full of bugs and are not accepted by the customers or COHU spends too much fixing these buggy handlers under their warranty.

i remember, maybe it was a year ago or two, COHU had some bad profit margins due to the introduction of new handlers. i think the margins improved 2 quarters later.i think back then the new handlers used a "boat or tray" technology.

cross your fingers