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

To: EACarl who wrote (1230)	3/18/1999 10:34:00 PM
From: Henry D	Respond to of 7826

EACarl, it is hard to determine if this drop in revenue is company specific or/and industry specific. ATRM had some cancelations in orders from their major customers, that hurt them big time. COHU's major customers are INTC, MU, MOT. as long as those big 3 doesnt cancel any orders, we will do okay. ESIO reported today with decent numbers, increasing backlog too. i dont expect COHU to report block busting numbers though. COHU is IC volume driven, less innovation drive unlike TER, which explains some of the discrepancy in stock prices. i am expecting flat or slightly higher revenue and backlog for COHU. still plenty of capacity out there. just my 2 cents.