Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.67

-6.4%

Nov 4 3:59 PM EST

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To: robert b furman who wrote (7552)	6/29/2023 1:00:40 PM
From: Johnny Canuck	Read Replies (1) of 7822

So far the MU earnings guidance is suggesting a clearing of excess inventories in memory finally but continued weakness in mobile and strength in AI.. Without further data it is hard to tell which semiconductor sectors will also re-bound. I am noticing profit taking on a lot of the high flyers ahead of earnings season. I am exiting some positions myself. This video suggest a lot of the consumer saves made during the pandemic will be gone by September so the next earnings season might be brutal. Muted consumer demand affect all product classes. Not sure how cars sales are doing. On the plus side COHU finally broke above and has stayed about the key $38 level that has been a cap for the last few years. Looking at VZ for the 7 percent plus yield and lower debt than T. A recession may make 7 percent potentially look good if interest rates fall. Again mobile is in a cyclical slow phase so no moon shot. just a high, relative safe yield. It is the retiree to be in me that has me thinking this way. Still a few years away but starting to plan.

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