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

To: Mr. Sunshine who wrote (1276)	5/12/1999 5:38:00 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 7827

Based on Schwan's comments and looking at the earnings reports of ASECO (ASEC) and ATRIUM (ATRM), it seems that those two companies may go insolvent soon. I wonder if anyone will try to take them over? It would be either Cohu or TER I suppose who might find it worthwhile.

To: Mr. Sunshine who wrote (1276)	5/12/1999 6:35:00 PM
From: Henry D	Respond to of 7827

Steve, agree with you that the tide will lift all boats, but some boats will float higher on the tip of the wave than others. COHU traditionally suffers from a lower PE relative to other semi. A dot com is something i seriously considered!!! maybe COHU could sell their metal detectors and cameras and non-semiconductor gizmos on-line to hobbyists. COHU needs to show the financial world it is growing out of its niche to acquire a higher PE. Regarding Rambus Drams , it seems that they will be handled by pick n place (delta), is gravity stalling (Daymarc)? I hope we can see 50 before year's end. Luck