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

To: Gottfried who wrote (36142)	10/7/2007 8:18:22 PM
From: robert b furman	Respond to of 95396

Hi G, No. But I must admit, I wake up thinking about them and go to bed right after reading and checking the news about them. They are a class innovative company that has redefined its industry several times over the last 2 decades. I'm hoping they do it at least one more time. The best part is ,I think they've already done it - now if the rest of the world would just catch up and agree with me.<smile> The best part of their business is - it is not ASP related - it instead is unit count related. I affectionately relate to them like I do to my Service Department at my dealership. That is the more I sell the busier my service department gets -same thing for Cohu, but exclusively levered to the logic side of chip making. So as PC and laptops go - so goes Cohu. Bob