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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: Moor Park who wrote (1110)	1/26/1999 7:35:00 PM
From: robert b furman	Respond to of 7827

Hi Moor, Nice to see someone agrees before the darkness of Cohu's very conservative mgt. warn in their very conservative way.I was particularly interested in your referencing the H.P. tester utilizing Delta's Castle pick and place tester.It is always more than interesting to me, when an 800 pound gorilla like INTC invests in Micron and Taiwan Semi. ,for the sole purpose of allocating funds to the future production of Direct rambus DRAM.I think this is a significant new direction for testhandlers and as usual our favorite stock is right in the middle of it. What seems even more exciting is it uses a pick and place tester that is alreday on the shelf, which should help bolster margins(in that R&D can be minimized). The study of direct rambus dram seems to be in competition with another design that seems to be intended for workstations and highend applications.Do you have knowledge of these competing systems?I have become aware of the Built To Order dram builders Smart Modular and Tanisys who build the drdram for the customer order- build in time box makers -like Dell. It seems to be a future growth area that is emerging and I am more ignorant than aware in this sector.If you have knowledge regarding this new growth area, I would like to hear more. Thanks for your support and reaffirmation on this neat little comp. Bob