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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.94+2.9%Nov 7 9:30 AM EST

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To: CusterInvestor who wrote (7421)8/3/2022 4:10:27 PM
From: robert b furman   of 7822
 
Hi Custer,

Serial sandbaggers, but one thing that marches on are margins.

The power of insourcing more of XCERRA's contract fabbed products.

Low cost tweaks that fall straight to the bottom line.

Add to that new systems in testing that have higher margins and this company is well on their way to being a money making machine.

What I'd really like to know is how they will apply their 300 plus million in cash and they steadily pay down their minimal debt.

There's a target out there, but they aren't talking - YET!

Bob
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