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

To: Gottfried who wrote (3054)	6/19/2002 6:33:56 PM
From: robert b furman	Read Replies (1) \| Respond to of 7849

Hi G, Thanks for the inspiring charts and data - full of good progress. Why is backlog bigger?: Cost of equipment has gone up -Cluster process and 300 MM. I do believe that all semi equip makers are milking their backlog.They perceive capex still off into the future and technology upgrades are the only games in town. There is a production concept called "flat line production".It is the most efficient way to produce something.No overtime - no expedited delivery or procuremnet of parts - minimal stocks of parts etc. When running lean - flatline production is maximizing margins - I believe we see this. I think it is a survival technique used in what Morgan calls his Phase # 1 of the recovery. Phase #2 may or may not come - I'm still trying to deal with Phase # 1. Scratching my itchy finger at Cohu @ 17.50.I know we are so close to the turn - but hoping for a last prewarning of somebody (don't know who MU or Dell??) to create a wash down to 15.85 ish. There is a longterm trend line from Oct 15,98 to Sept 21,01 that is crying out "touch me". A one to 2 day washout would get it there and it would be a GREAT average down!! Any more lenience from the market and I'm going to go crazy.gg As always thanks for sharing your great work. Bob