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 : Cohu, Inc. (COHU)
COHU 27.85+0.8%Jan 13 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Richard Wolowski who wrote (32)8/4/1996 4:34:00 PM
From: Joan L.H.   of 7827
 
Hi Richard:
Everything you said seems to be true. The PE is about 6x now, isn't it? I know it was above 22x at one point.
Maybe Mr. Charles A. Schwan is taking a conservative position because of the numerous class-action suits in the high tech field. Conservatism may be an attempt to protect the assets of the company.
A friend of mine went to the May 7 annual meeting and had an opportunity to talk to one of the company officials. This company official expressed concern over making what might appear to be promises and laying the company open to potential litigation if the "promises" didn't come true. When the CEO started his speach with the words, "We remain cautious" and then just swung from all the good reports to the however reports, we knew that the conservative line prevailed.
I know that the camera part of the business is quite small, but maybe that's the point. The increasing outlook for more and more terrorism in the world should lead COHU to take an aggressive move to enlarge their Electronics Division. This would also provide a better balance for the company. The fact that 82% of their sales is in the semiconductor part does not provide much of a safety net. So goes semiconductors, so goes 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
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News