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

To: Henry D who wrote (1251)	4/16/1999 10:15:00 AM
From: KLINVESTOR	Respond to of 7826

Henry D, I am not that familiar with the exact utilization rates although I have read some of the same things which refer to the possibility of capacity problems in a year of so in the DRAM market. Most of that was written before the recent price drops and Micron has clearly added a lot of production capacity with the T.I. factories being geared up. The quarterly report is very exciting and it will be interesting to see how Teradyne does not week when it reports. I am still surprised by how much higher Teradyne is trading than Cohu. I suspect that will not last forever. The market definitely likes the earnings news. Good luck!