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

To: robert b furman who wrote (2843)	4/22/2002 10:29:50 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 7827

GROWTH is back! North American Semiconductor Equipment Industry Posts March 2002 Book-to-Bill Ratio of 1.04 SAN JOSE, Calif., April 22, 2002 -- The North American-based manufacturers of semiconductor equipment posted $839 million in orders in March 2002 (three-month average basis) and a book-to-bill ratio of 1.04, according to the March 2002 Express Report published today by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.04 means that $104 worth of new orders were received for every $100 of product billed for the month. The three-month average of worldwide bookings in March 2002 was $839 million. The bookings figure is 14 percent above the revised February 2002 level of $737 million and 30 percent below the $1.2 billion in orders posted in March 2001. The three-month average of worldwide billings in March 2002 was $808 million. The billings figure is one percent below the revised February 2002 level of $818 million and 60 percent below the March 2001 billings level of $2.02 billion. "The three month average billing figure softened slightly from the prior month. However, the overall ratio of bookings to billings rose above unity for the first time in sixteen months, signaling prospects for an improving industry revenue picture in the months ahead," said Stanley Myers, president and CEO of SEMI. "While we look for further confirmation of a recovery in the semiconductor equipment market, the improving trends are encouraging." The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average billings for the North American semiconductor equipment industry. Billings and bookings figures are in millions of U.S. dollars. Billings (Three-month avg.) Bookings (Three-month avg.) Book-to-Bill October 2001 895.5 644.4 0.72 November 2001 817.2 588.9 0.72 December 2001 809.9 614.0 0.76 January 2002 806.1 654.6 0.81 February 2002 (final) 818.0 737.2 0.90 March 2002 (prelim.) 808.1 838.8 1.04 The data contained in this release was compiled by the independent public accounting firm Andersen, without audit, from data submitted directly by the participants. SEMI and Andersen can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks billings and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not billings and orders of the chips themselves. The April 2002 Express Report is scheduled for publication on May 16, 2002 (subject to change). Based in San Jose, Calif., SEMI is an international industry association serving more than 2,500 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. INDUSTRY/IR CONTACT: Dan Tracy/SEMI Ph: 408.943.7987 E-mail: dtracy@semi.org MEDIA CONTACT: Michael Droeger/SEMI Ph: 408.943.6953 E-mail: mdroeger@semi.org

To: robert b furman who wrote (2843)	6/3/2002 1:38:51 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 7827

should have sold on 2/26 for $24.88 close price. Message 17117655 Made the mistake I too often make, which is sensing strongly a company I own has gone too high, don't sell it. Don't want to pay the taxes (what I own would be 97% capital gain profit), and they say that stock moves cannot be foreseen (random walk theory). Well, nasdaq is down 10% in that period anyway . . . . I got a little more GNSS today. That is a strange stock with the whole float turning over in a week. Lots of shorts, lots of day traders. This is a strange market. GTW