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

To: Nutty Buddy who wrote (2575)	1/3/2002 9:27:07 AM
From: robert b furman	Read Replies (1) \| Respond to of 7827

Hi Buddy, Yea nice wasn't it ? I snagged some Intel earlier in the a.m.. Looks like the dram memory pricing from Hynix story is confirming the increased shipments for the last two months. This should be a sign that the inventory overhang has disipated.Now we get firming prices and margin expansion. Then 2-3 months later equipment orders to upgrade to smaller line widths and better technology (copper interconnects). All high end microprocessors and chips need Delta's cooling capability to keep form frying during high frequency tests. This should help Cohu outperform the industry as their niche(pick and place testhandlers) will be the first to be resumed as demand for new high end products picks up. These guys ARE GOOD !!!! Bob