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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (20893)10/17/2006 4:32:32 PM
From: robert b furman  Read Replies (1) | Respond to of 25522
 
Itis a lower end technology - I'll grant you that.

However as technology advances down Moores law,more and more chips will require cooling as they are tested.

As chips become more complex - the total population of chips needing to be tested by a Summit test handler will grow.

This is the beauty and sleeper characteristic this small but very dominant niche player.

It allows good entry and exit points as their market share grows over the bigger time cycles develop.

Sort of like football - it doesn't havr to be pretty to be a win or in Cohu's case a four bagger.

Bob



To: Cary Salsberg who wrote (20893)10/19/2006 1:40:00 AM
From: etchmeister  Read Replies (3) | Respond to of 25522
 
and is not a beneficiary of "Moore's Law". It is a low tech, peripheral part of the semi industry. While these do not make COHU's success impossible,
Everybody is benefiting from Moore - unfortunately the one that actually drive Moore and create productivity are at the bottom of the barrel.
Just look at KO, MO and Pepsi - they pay dividend don't they? - how much does MO spend on R&D to convince smokers to quit - what a mess


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