Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.88

-4.1%

Dec 12 9:30 AM EST

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To: bearshark who wrote (6586)	9/24/2018 12:27:01 PM
From: robert b furman	Read Replies (1) of 7827

Hi Bear, Cohu expects Xcerra merger to be completed by 10/15/2018. That would be close to a full quarter. Jones will make many adjustments to income: Severance pay, closing of offices. I'd not expect the impaired intangibles number to come out until early 2019. That review is outsourced to a specialized firm for an arms length analysis. What will be crucial is the non- gaap adjusted income. Jeffrey Jones has called the merger immediately accretive and yet he will not want to pay more taxes than should be paid - so it will be very interesting! Q4 often is delayed into early February - with this merger I'm without a clue how they'll report Q 4 2018. One thing for sure - this is a longer term buy and hold now. Our little 100 million dollar quarter growth company is going to kick out a pro-foma annual revenue of 840 million. They grow up so quickly don't they? LOL The even took on some debt - I bet that gets paid down quickly - then a dividend growth program (for my wants anyhow)!! screencast.com Bob

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