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COHU vs. ATRM, the big question! The reason behind the PE differential
is due, I believe, to Aetrium's better growth potential versus
COHU (check out projected earnings). ATRM is also more of a pure play, since they don't mess around with TV equipment, etc. Does
anyone have any informed opinions on which one is the better buy?
I have been watching both very closely for a few months. In fact,
I have bought and sold COHU once (which, as it turned out, was a
mistake that has fortunately turned out to be not such a bad mistake
a month later). They both seem clearly undervalued (COHU even moreso
back at 24), but I have absolutely no idea which is actually the
better product, and do not know anyone who uses either company's product.
Thanks for any info/input from anyone on this thread, Steve. |
