Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.28

+1.7%

Nov 6 3:59 PM EST

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To: bearshark who wrote (7493)	2/17/2023 11:44:47 AM
From: robert b furman	Read Replies (1) of 7822

A strange way to reward a stock that is achieving their mid term goals. The analysts really wanted Jones to say they can get their margins to 50% - which is really amazing to me for an equipment company. Their DI software that predicts down time is really a margin of 100% once it is written and apparently it locks them into the recurring business. Not sure how much the recent acquisition will add to revenue, but at 819,000 the 1 billion is a doable event with proliferation into test (which is also where the margins seem to be. I'm looking for them to get included into the Sox some time and/or KLAC will start to see them nibbling on the margins of their metrology work. Dear lord, please give my some KLAC dividend income on a 1 for 1 exchange. NOW THERE'S A PLAN! Bob

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