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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (54287)	10/19/2011 4:19:15 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (2) of 95531

Cohu beats by $0.13, beats on revs 4:13 PM ET 10/19/11 \| Briefing.com Reports Q3 (Sep) earnings of $0.21 per share, $0.13 better than the Capital IQ Consensus Estimate of $0.08; revenues fell 16.6% year/year to $71.8 mln vs the $71 mln consensus. Orders were $61.4 million for the third quarter of 2011 and $80.6 million for the second quarter of 2011. Orders for semiconductor equipment were $48.5 million in the third quarter of 2011 compared to $69.1 million in the second quarter of 2011. Total consolidated backlog was $74.5 million at September 24, 2011 compared to $84.9 million at June 25, 2011. Cohu expects fourth quarter 2011 sales to be approximately $65 million.

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