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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: robert b furman who wrote (7438)10/5/2022 2:45:32 PM
From: Johnny Canuck  Read Replies (1) of 7822
 
It is definitely going to be an interesting earning season.

I think forward guidance is going to matter more than the actual trailing earnings.

MU cut cap ex by 50 percent. Though it does not affect COHU directly as their business does
not include testers for memory products it does hint that other companies may be cutting cap ex
in light of slowing demand and lack of ability to raise prices.

I do not think it affects the next generation of chip fabs. No one of going to stop a build of a fab
for 3D chips as it represents the next generation of performance and density and you need
that to stay ahead of the competition.

INTC has a lot riding on that next generation of technology.
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