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

To: Artslaw who wrote (2607)	1/15/2002 9:46:57 PM
From: Christopher Brainard	Respond to of 7827

Steve, This has been a market of the glass looking half empty or half full. Given the INTC report, the glass is starting to look half empty again. Long term nothing has changed. We might be getting another trading move to play. Chris ...

To: Artslaw who wrote (2607)	1/16/2002 12:06:47 AM
From: robert b furman	Read Replies (1) \| Respond to of 7827

Hi Steve, I'm thinking that 300 mm wafers which yield "twice as many chips as 200 mm/Barrett" is the reason VLSI expects the book to bill to be higher with the backend equip makers vs. front end. I guess that means the 300 mm are not quite double the expense and thus means less revenue in equipment per production of each chip. I guess that's a no brainer if the process offers efficiency. Teradyne never has had Intel as a customer and apparently is feeling the lack of not doing business with the 800 pound gorilla. One thing nice about Cohu is they are hooked up with Intel and at least have that leadership business to provide some kind of floor on minimum production levels.Their "Summit handler" with pick and place technology PLUS the capability of keeping the chip cool during the test makes them the one and only player. When everyone else realizes they must go 300 mm to simply keep up - a turn will be at hand for all players and Cohu to boot. Amazing how dominant INTEL is!!! Bob