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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: JSLyons who wrote (1989)	2/17/2002 1:51:44 PM
From: robert b furman	Respond to of 95737

Hi Jonathon, It appears his conference call has done wonders for Cohu as well.That coupled with the CFO confirming his past plans to leave to another firm have been canceled. I suspect Scott's CC was the more driving event. That puts quite a lot of pressure for the front end equipment makers to really drive their margin expansion or the backend players may well out run the front end for a twist of fate. If one tenth the investment money flow leaves the 800 pound Gorillas of the frontend and smashes into the small players of the back end - it could well outperform my dreams!! Amazing how just a few plus comments about forward vision can really change the landscape.Once again anticipating the turn has outperformed awaiting the reality. So far at least. Bob