Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Henry D who wrote (31463)	7/16/1999 5:27:00 AM
From: KLINVESTOR	Read Replies (1) of 70976

Henry D, Cohu may be off topic but it sure is one of the most undervalued plays in the semi-equip sector right now. It should be tracking TER as Cohu makes the test handling equipment and TER makes the testers. Both are the number one domestic suppliers in their segment. Cohu earnings were 22 cents above estimates and 10 cents above the estimated earnings for TER for this quarter and yet Cohu trades at half the price of TER. What a bargain! Amat, TER, and other large cap semi-equips are looking good but on a valuation basis they appear to have limited upside from here whereas Cohu and a few of the small caps could easily double from their current valuations. Good luck!

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