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


To: robert b furman who wrote (2605)1/15/2002 8:51:08 PM
From: Artslaw  Read Replies (2) | Respond to of 7827
 
Bob,

You make a good point--even if Intel cuts back on cap-ex for the fabs, they might still need to buy just as much handling equipment (perhaps more) as they continue to improve their 12-inch wafer capabilities.

I just noticed something more relevant to Cohu happened after hours as well: Teradyne reported earnings (very late) with a fat loss. However, looks like it was in-line with expectation. Since it reported after the after-hours session, it's hard to say how the market will react.

www2.marketwatch.com;

"In view of the mixed messages we are receiving from the market place, we don't see an imminent upturn," said Chairman George Chamillard.


Steve