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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 (81336)10/8/2018 10:02:14 AM
From: robert b furman1 Recommendation

Recommended By
3bar

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Hi Don, First time I've ever seen Cohu's estimated earnings to exceed Ter's.

Must be the merger with Xcera is being understood.

An estimated EPS of $2.77 on a $22.60 stock ??

PE of 8.15 - this will be a nice one to buy!!!

This merger will put Cohu in the Number 1 market share in the consumables which have mid 60 % margins. A full 48% of their revenue will be consumables.

Cohu's time to shine looks to be in 2019.

MM have pushed this one down in an effort to gain inventory. IMHO

Bob
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