Victor,
I do not have the information on which are the two analysts covering Cohu and providing a rating but I was organizing the information on TER (Teradyne's)analysts since even if they do not specifically cover Cohu they would be interested due to their industry niche.
If you sent them your analysis I think it would be very useful and I agree you have done a nice review. They would be making recommendations to the same institutional investors interested in this sector and furthermore since they cover TER they probably have Mergers and Acquisitions specialists that are constantly looking for business opportunities (for example TER acquiring Cohu). They are as follows (note in some cases I just have a phone number and in others I have both the phone and address):
A.G. Edwards & Sons, Inc. Chris Chaney (314) 955-3378
A.G. Edwards Home Office One North Jefferson St. Louis, Missouri 63103 (314) 955-3000
Adams, Harkness & Hill, Inc. Fred Wolf (617) 371-3713 Per Web Page: Vernon P. Essi, Jr.
Adams, Harkness & Hill, Inc. 60 State Street Boston, MA 02109 (617) 371-3900
BancBoston Robertson Stephens Susan H. Billat (415) 676-2892
BancBoston Robertson Stephens Headquarters 555 California Street, Suite 2600 San Francisco, CA 94104 415-781-9700
Cowen & Company Min Pang (415) 646-7360
Cowen & Company 4 Embarcadera Center San Francisco, CA 94111 (415) 646-7200
CS First Boston Elliott Rogers (212) 325-0888
DLJ Securities Robert Maire (212) 892-4015
Gerard Klauer Mattison John M. Geraghty (212) 885-4003
Gerard Klauer Mattison 529 Fifth Avenue New York, New York 10017 1-800-344-4093
Goldman, Sachs & Company Gunnar Miller (212) 902-5111
Goldman, Sachs & Company 85 Broad Street New York, NY 10004
Tel: 1-212-902-1171 Fax: 1-212-902-9316
Josephthal Lyon & Ross, Inc. Larry Borgman (212) 907-4169
Lehman Brothers, Inc. Ed White (212) 526-4744
Merrill Lynch Mark Fitzgerald (415) 954-4150
Merrill Lynch & Co., Inc. 101 California Street, Suite 1400 San Francisco, CA 94111
TEL 415-274-7000 FAX 415-986-3196
NationsBanc Montgomery Sec Brett Hodess (415) 627-2355
SoundView Technology Group Mike O'Brien (415) 217-5516
SoundView Technology Group, Inc. One Embarcadero Center, Suite 3900 San Francisco, CA 94111 415-217-5500 Fax: 415-217-5501 |