Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.75

+0.8%

3:59 PM EST

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To: robert b furman who wrote (1911)	5/15/2000 8:49:00 AM
From: Logain Ablar	Read Replies (1) of 7827

Bob: Thanks for the info on COHU. A test equipment maker I follow LTX Corp has seen significant weekness in the last two weeks and they report later this week. Situation seems similar to COHU (strong revenue & earnings growth out of the cycle with new products being accepted well in the market place & conservative financial reporting). From stock action they may be implementing the sec standard also. One difference LTXX has a momentum run up higher than current or forward earnings would warrant (typical in the mania market) while COHU multiple right now is compelling. I'd look for LTXX in low 20's / high teens on a sell off. On the semi's as a whole I'd expect June to be a good investing month with July being a historical good stock appreciaiton month (but if the SEC standard is forced on companies then it can be bad even for companies that adopted early).

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