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Technology Stocks : Azenta -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (764)	11/1/2003 3:48:12 PM
From: robert b furman	Read Replies (3) \| Respond to of 1138

Hi Brian, Another stock that is one of my favorites (COHU) also noted a large job that won't get booked in 03Q4.I'm thinking they both will use Fasb 101 (you can't call it money intil the equipment sold conforms to buyers spec and then pays for it. This will effectively push the project out into the next year and defer some of the tax liability until the next year. Quite smart but the delay only works so long. Bob 04 is going to be the pivotal year for SCE companies.IMHO