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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Donald Wennerstrom who wrote (54299)	10/20/2011 12:37:51 PM
From: robert b furman	Read Replies (1) of 95551

Hi Don, That was pretty much Donahue's quote. He is not a pump and dump story kind of CEO. Very steady and cautious with each word. Cohu has many small niche plays as they have gained overall market share with Rasco purchase. As they grind through the tough patch they are building cash and have more revenue in Asia and that has lowered the effective tax rate - which allows for cash build. I expect to see them continue cash build and buy another competitor. As consolidation takes place they will continue to bump up against Advantest which is like saying Ter and Cohu were the same. May be the long term plan - don't know. Unit volume is the back ends friend and smartphones have surely grown opportunies. Not sure on how ipads or netbooks have played out on laptops,but it looks as though ipads were over rated in cannibalization of laptops per Intel's spin. The more markets requiring more mobile data -t he better semi's are. At least there is growth in an anemic market. Leaves hope for better growth in better times. Sooner or later$ 4. 10 in cash per share and 11.20 book value will get us in the teens . In between they are paying 2.2% dividend - that's better than CD's but I'd like to turn some Cohu into Intels' 4 % plus. Tax rates are better with dividends for me. We'll keep watching and slug it out. As alaways I appreciate all or you diligence. Thanks. Bob

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