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

To: robert b furman who wrote (2520)	12/10/2001 4:11:30 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 7827

Taiwan's Silicon Foundries Enjoy Improving Sales in October December 10, 2001 (TOKYO) -- Taiwan's two major silicon foundries for production of microchips are witnessing brisk business. In October, Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC) marked an 11 percent rise in sales, as compared with the previous month, and a 41 percent decline compared with the same month a year earlier, on a year-on-year basis. Meanwhile, United Microelectronics Corp. (UMC) marked a 13 percent increase in month-on-month sales and a 56 percent decrease year-on-year. PCs and consumer-related products are leading both TSMC and UMC. TSMC is dependent on the increase of orders for products that require high-end processing, from specific customers, such as Nvidia Corp. (graphic chips), Taiwan VIA Technologies, Inc. (PC chip sets), and Intel Corp. (PC chip sets). On the other hand, the fabless IC designing companies within Taiwan, such as Mediatek Corp. (chip sets for optical discs), Novatek Microelectronics Corp. (LCD driver IC), and Taiwan Realtek Semiconductor Corp. (IC for network apparatuses) are considered to be leading UMC, industry experts said. Although the demand for ICs for PCs may fall again when PCs have an off-season in the first quarter in 2002, the real issue is whether the demand from non-PCs, or more specifically, the orders from the consumer and communications fields, will compensate for it. TSMC received a major order for ICs for xDSL gear from Broadcom Corp., according to reports. In its third quarter performance briefing TSMC said, "In the fourth quarter, the communications-related field will be leading demand." As the sales of downstream process companies, such as Taiwan Advanced Semiconductor Engineering (ASE) Group and Taiwan Siliconware Precision Industries Co., Ltd. (SPIL), are also recovering almost at the same pace, Waferbank, which is on the foundry's side, is also expected to be seeing a normal level of business. And as for the communications related fabless IC companies, which are the customers of TSMC and UMC, it is likely that their lengthy inventory adjustments have gotten through the worst part for the time being. From the first quarter of 2001 to the third quarter, foundry orders have been smaller than the actual demand. However, the level of orders will likely fluctuate according to the actual demand, which means the trends in actual demand have to be checked even more carefully. Related stories: - Taiwan's Electronics Sector Continues Declining: No Sign of Rebound Seen - UMC Registers Operating Loss in Q2, Cuts Operating Capacity to 30 Pct. in Q3 - TSMC Suffers Pre-Tax Loss in Q2 (Yasuo Nakane, Vice President, Analyst, Deutsche Securities Ltd., Tokyo Branch; Special to Nikkei Microdevices)

To: robert b furman who wrote (2520)	12/10/2001 4:41:29 PM
From: Nutty Buddy	Respond to of 7827

>>Would it be too assuming to ask for an update on that work here on the Cohu thread??? Say weekly??<< Sure, I can do that. Just remind me if I forget. Here is a graph of COHU's technical ratings with INTC and AMAT thrown in for comparison: home.mindspring.com based on the ratings represented in this table: home.mindspring.com which is the second chart described here: home.mindspring.com ---------------------------------------------------------------------------------------------------------------------------------------------------- Here's a different look at the three stocks above. The source of the data is the same source as used in the first chart in the link above. It gives a + or - rating daily for: 1st position - Intermediate Term MACD 2nd position - 50 day SMA direction 3rd position - 200 day SMA direction home.mindspring.com Note: These tables do look better with IE5 or greater. Earlier versions of Netscape (like the one I often use) have a problem formatting the charts. Buddy

To: robert b furman who wrote (2520)	12/14/2001 10:41:43 PM
From: Nutty Buddy	Read Replies (1) \| Respond to of 7827

Weekly update of market, volume, and volatility trends as requested (based on the 250 stocks I follow): Market Trends: "The Flaming Bull" based on short term technical data : home.mindspring.com One year short term "Technical History" : home.mindspring.com "The Simple Trend" based on 50 day moving technical history : home.mindspring.com "Market Volume Trend" : home.mindspring.com "Market Volatility Trend" : home.mindspring.com "Volatility By Stock" : home.mindspring.com The directing page with explanations of all of the above: home.mindspring.com The Power Volume!: "Money Inflow Surge Relative Strength-Top 32" daily trend : home.mindspring.com "Money Inflow Surge Actual Formula Results - All 250" six day trend : home.mindspring.com "Top Increase In 50 Day Average Volume In 15 Days" top 50 stocks : home.mindspring.com "Top Relative Volume Inflow And Outflow Performers" - last 50 days : home.mindspring.com The directing page with explanations for the above: home.mindspring.com The 250 stocks I follow : http://home.mindspring.com/~bconyers/the250text.html * Some charts best viewed with IE 5 or above Buddy