SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : ELECTROGLAS -- How far can it go?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cary Salsberg who wrote (721)1/21/2000 5:57:00 PM
From: w0z   of 1070
 
Cary, I'll wager that COHU has greater market share in its segment than TER does in test (HWP/A and SLB are the other major domestic players). They are both in the back-end segment of semi-equipment suppliers, but COHU handlers are going with all of the big 3 test suppliers mentioned above. Just because handlers may not be as "sexy" as testers doesn't really matter IMHO...I look at profit margins, market shares and growth rates...COHU has handily beaten TER in these areas the past few quarters. 

TER's last 4 quarter eps:  .07   .10   .20   .35
COHU's last 4:            -.12   .07   .24   .36 (temp depressed by hi op expenses)

           PSR  P/E
TER        7.4   69
COHU       5.3   78


IMHO, watch out for BIG blowout of earnings in the next release from COHU!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News