Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.12

-2.1%

12:51 PM EST

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To: Gottfried who wrote (2140)	8/28/2000 12:51:12 AM
From: ptanner	Read Replies (1) of 7827

Gottfried, Thanks for the updated chart -- the shipments does provide a context for the estimated backlog. As a ratio (I call this Backlog-Months), assuming the arbitrary starting value to keep backlog positive, the backlog has increased from about 2 months to 3 months since Jan 2000. This would seem to be a healthy backlog. However, as shown on another of your charts (EDIT: I think it got replaced with the new backlog chart), the monthly net increase in the backlog (bookings - shipments) after climbing rapidly seems to have stalled. And there could still be those pesky cancellations... This is mostly just playing with numbers for me but I do have some COHU that is a tad underwater (and a lot of AMD) so am interested in following/understanding the BTB. -PT

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