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


To: KLINVESTOR who wrote (1248)4/16/1999 7:03:00 AM
From: w0z  Read Replies (1) | Respond to of 7826
 
The only negative right now is the DRAM market is not holding up to strong but the rest of the semi-sector looks pretty strong.

Do you mean in dollars or units? Units is what counts for COHU since their business is driven by numbers of devices tested. I would think the growth in very low end PC's would actually be driving good growth in units for DRAM chips.



To: KLINVESTOR who wrote (1248)4/16/1999 2:40:00 PM
From: Henry D  Read Replies (1) | Respond to of 7826
 
Klinvestor,

I also am glad COHU has relationship with TER, HWP, SLB for RDRAM. do you know if RDRAM are handled by pick and place(delta) or gravity (daymarc) handlers??? from press releases it appears to be pick and place (delta), i am concerned if gravity is becoming obsolete and what will happen to Daymarc.

isnt RDRAM and SyncDRAM basically the same??? i thought i heard somewhere the rampup is in fall or winter. not sure.

where's Robert!!! like to get his input.

Luck, good weekend to all