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


To: robert b furman who wrote (2153)9/22/2000 12:21:46 PM
From: Mr. Sunshine  Read Replies (1) | Respond to of 7822
 
Semiconductor Equipment Book to Bill - from the Cymer board:

NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS AUGUST 2000
BOOK-TO-BILL RATIO OF 1.24

Average Monthly Orders Top $3 Billion

SAN JOSE, Calif., September 21, 2000 -- The North American-based manufacturers of semiconductor
equipment reached another milestone in August 2000, posting average monthly bookings of more than $3 billion for
the first time, with a resulting book-to-bill ratio of 1.24, it was reported by Semiconductor Equipment and
Materials International (SEMI). A book-to-bill of 1.24 means that orders were 24 percent higher than shipments
for the month, indicating an expanding market.

The three-month average of worldwide shipments in August 2000 was $2.44 billion. The shipments figure is three
percent above the July 2000 level and is 69 percent above the August 1999 shipments level of $1.44 billion.

semi.org.

This should be great news for COHU! Since back end companies lag front end on the Book to Bill, COHU's next few quarters should be great.

Steve



To: robert b furman who wrote (2153)9/25/2000 11:50:21 PM
From: hamsandwich  Respond to of 7822
 
Bob,

You make it sound so darn easy, but I'm usually the guy left holding the bag. For example, see:

Message 14105474

I haven't taken on more COHU yet, but plan to as we near 14. I have added a few shares of TER and TERN at what I think are fire sale prices. We'll see if I'm right. KLIC also looks nice, as others have pointed out. Barring the big kahuna, my IRA should be fat come thanksgiving 2001.

regards,

ham