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

To: The Ox who wrote (12611)	11/22/2003 9:18:34 PM
From: robert b furman	Respond to of 95598

Hi Mike, Great article - especially when I agree.GG Ter has tried to diversify out of the cyclicality of the SCE sector.Not a bad idea if you like performance bonusses. With regards to Agilent - I believe they are the real up and comers in the back end. Cohu has coupled with A to make an entry into Dram.This is going up against Advantest.They are the 800 pound Gorilla of DRAM. Many years ago TER thought Cohu's margins were too high and attempted to replace them with their own division.They spent millions in R&D and never sold a testhandler. Cohu's testhandler developed with A have lower margins.I suspect/believe this is a good working relationship.Advantest builds both the testhandler and the tester.They have so far dominated. If Cohu and Agilent cooperate and adjust their margins - they could gain a huge segmant of market share - this is my great hope. It is certainly worth studying and monitoring - as it is a next great market that will boost Cohu's revenue over the 300 million and net profits to the 1.75 - 2.25 EPS at a peak and justify one more 2 for 1 split. I've been in and out of Cohu for 18 years.My positions have benfitted from 4 2for 1 splits. They are agreat company with very excellent and conservative management. They owe me nothing!! It has been a good ride,and I'm still likin the beast!! Bob Thanks for the update.