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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.64+3.6%3:59 PM EST
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To: robert b furman who wrote (1535)10/17/1999 3:25:00 PM
From: KLINVESTOR  Read Replies (1) of 7827
 
Robert,

I think you are on target when it comes to the upside for Cohu being the Rambus market taking off and that is just a matter of time and then of course if a test equip supplier decides to go after the premier test equip handler we would be looking at a significant ramp up in price from here. Cohu is a great company with a dominant position that would fit with many other companies. If not a test equip supplier then another semi equip company that has a higher PE in line with most of the other companies in the sector could come after Cohu paying a significant premium in an all stock deal and we would be looking at a value double the current market price if not more.

Alternatively, Cohu management needs to get proactive on the investor relation side as there is no reason it should not trade in line with other semiequips and quite frankly due to its strong niche position it should trade at a premium. Hopefully we will get there soon.

Good luck to all!
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