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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Return to Sender who wrote (85872)11/8/2020 9:59:01 PM
From: robert b furman1 Recommendation

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Return to Sender

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Hi RtS,

Cohu in the last 24 months has struggled to absorb and rightsize the acquisition of Xcerra (after the declining of CIFIUS to allow a Chinese hedge fund (CNP money at work) buy them.

After two years of rightsizing, lease terminations and IP write offs of discontinued services, and division sales, Cohu last week reported an above consensus profit and revenue along with the very unusual forward guidance NOT FOR JUST THE NEXT QUARTER BUT FOR 2021.

The long awaited 5G handsets has finally given them new system sales along with more models of autos utilizing the ADAS systems.

I believe they are at the cusp of their turnaround creating high revenue growth and bottomline performance.

Bob
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