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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 171.08-1.6%Dec 31 3:59 PM EST

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To: Jerome who wrote (8269)2/26/2000 7:37:00 AM
From: w0z  Read Replies (1) of 10921
 
Expected earnings per share for the next quarter according to Bloomberg:

COHU .57


Where do these idiots get their numbers? COHU earned .58 last quarter! I suppose the previous 4 quarter trend (.07 .24 .36 .58) is suddenly going negative even though the most recent back-end semi-equipment book-to-bill is accelerating.

Worse yet, the SI Multex Earnings Estimate (http://www.siliconinvestor.com/research/eps.gsp?s=cohu ) is for .41! At least they are small numbers that COHU will handily blow away next quarter. <ggg>

At a P/E of 24X it's last quarter earnings rate (.58 X 4), COHU remains the most undervalued semi equipment stock in the sector! If someone can prove me wrong, let's hear it!
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