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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Berney who wrote (53851)	8/8/2001 4:15:50 AM
From: Skeet Shipman	Respond to of 94695

"Based on regular discussions with customers, we do not see any data to support an improvement in business in the near term. Accordingly, we've reduced our production capacity and are carefully controlling expenses." CEO

To: Berney who wrote (53851)	8/8/2001 4:49:00 AM
From: robert b furman	Respond to of 94695

Hi Berney, Cohu has a nice niche leadership position,Now if only they can get some orders.ergg Their recent acquisition of AS from Schlumberger - locks in the leadership in non-DRAM pick and place testhandlers.It is a neat niche. No matter what's new,all high pincount Integrated Circuits need to be run thru a testhandler after manufacturing.There is about 10 % of sales that deals with new dedicated kits that are necessary with die shrinks. That being said, they are hunkered down thru this bottom working on R&D,minimizing inventory and receivables.They've been there done that before. So now its a grind it out till orders occur. Hope all is well with you. Going to buy used cars this a.m., gotta shower and run. Bob