Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.49

-0.1%

Oct 28 3:59 PM EDT

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To: Johnny Canuck who wrote (7765)	1/29/2025 10:48:14 AM
From: robert b furman	Read Replies (1) of 7822

Getting an opportunity to "ADD TO below 22 again. Looks like Cohu acquiring Tigris got us a big yawn. TOO Bad as it looks like a great add. Usually these software "additions" add to higher margins and as Johnny's research shows adds to the moat that Cohu's brodening product offerings benefit from. Every time Cohu has launched a nice move up in price, IT HAS DIPPED! This is the toughest stock in he exchange to own. They now have a large cash position and are debt free. These guys are very opportunistic and ARE BUILDING a solid business that has growing and higher margins recurring business. Soon the BIG CHIP ACT will transition from fab building to equipment installing. Once initially passing the specification process of the first line, additional equipment and lines will ramp up for production. Cohu will once again have about 4 to 5 quarter of sequential PRINTING OF MONEY. That will most likely result in a bit of overproduction and another trough in semi equipment orders for "new systems". Although Cohu's products are last minute buildouts in the process, BEWARE as the price of Cohu will decline at the same time the front end equipment makers declare a drtop in backlog. It require a lucky intuitive sell order as the price action builds greed boiling in the blood. Good earnings will still be reported as the price of Cohu drops quickly if past history is any indication. I/'ll be scaling out every 10 points starting at the 45 -50 price range ( I hope). As Cohu builds it revenue to the 1 billion level ( requiring a boost in new system sales which are absent so far) it is my highest scenario that AMAT, LRCX or KLAC acquire Cohu for their growing bolt on organic growth. It has been a very long road of successful small acquisitions to build up the global scale that locks in good recurring revenue with high margins. Test handlers and test equipment are a good fit for the big equipment manyfacturers who benefit from multiple platforms that help ease the troughs in specific sector. There is a CEO out there somewhere who knows Donahue. Donahue is highly educated and knows what kind of a multiple a larger company must pay to absorb the cash cache and solid growth the back end offers. Its free to dream RIGHT? <smile> BUY THE DIP! 18 is a gift! I'm in at $20.00. and change for a 5% "ADD TO". Watch the SOX. It is currently correcting from a nice run up. Cohu dipping here is a great required sign. The market maker for Cohu has complete control and will be buying up discounted shares. Bob

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