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

To: Mr. Sunshine who wrote (1916)	5/16/2000 12:49:00 AM
From: KLINVESTOR	Respond to of 7827

Mani & Steve, I hope you both get a chance to ask some of the questions that were highlighted on this board. For those of us that live quite a distance away from San Diego we very much appreciate your summary's of the feedback from the stockholders meeting. Today jump in price at the end of trading is interesting. Cohu's stock price seems to do this every so often even when there is no news. Hopefully there is some good news out there which might even be announced at the shareholders meeting. Irrespective, with the jump in bookings towards the end of the lst quarter I firmly believe the 2nd quarter is going to look very good for the company and us shareholders! Good luck.

To: Mr. Sunshine who wrote (1916)	5/16/2000 1:47:00 AM
From: Ross	Respond to of 7827

Hi, I've gone to the last several meetings but I can't go to this one, so someone will have to ask about Teradyne besides me, this time. Last year they said that the products they made in the quarter before the meeting (for Intel, I think, and I'd have to check my notes to be sure of the quarter) had lower margins than some of the earlier quarters. If you (or anyone who goes) can, try to find out if that explains the lower than expected results in the last quarter - lower margin products rather than the accounting change. I know that everyone says it's the accounting change, but I don't see it that way. If you can't get the answer there, I'll call them. Also, try to pin them down on what earnings would have been without delaying the recognition of the Summit handler revenue. It looked to me like it has been in the last two quarters, so it isn't a special deal for this last quarter. But again, I could be wrong. Finally, and maybe most importantly, how are orders going for the current quarter - increasing, decreasing, staying flat? Thanks to whoever gets the answers. Ross