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To: Duane L. Olson who wrote (10325)3/2/1998 3:03:00 AM
From: shane forbes  Respond to of 25814
 
TSO: I agree with the "extremely healthy demand" in terms of IC units. I also agree with "significant price erosion".

But I think the "significant" part was really significant and has been way too high the last few years! Esp. DRAM.

For the answer you probably know mine, for anyone with a longer term horizon: COHU, COHU and nothing but COHU. OK add some KLIC as well. I love both these companies!