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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.11-1.3%Nov 14 9:30 AM EST

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To: KLINVESTOR who wrote (1318)7/15/1999 6:29:00 PM
From: Henry D  Read Replies (3) of 7825
 
Klinvestor,

i'll take your bet on 3rd quarters earnings...let me guess...backlog currently at 56 million...so next quarter sales should be 54 to 58 million...currently net margin is 11%+...the highest net margin i seen for COHU is around 15-16% if i remember correctly...at 11%, EPS should be around hi 58 to 64 cents...at 15%, around 84 cents...midpoint betwwen 54 and 84 is in the 70's. just my guess.

one concern: new orders 62 mil, but backlog is 56 mil. I am concerned about new orders topping off.

klinvestor, good call on earnings! congrats!
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