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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.21+1.8%Nov 3 9:30 AM EST

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To: bearshark who wrote (7575)8/3/2023 9:50:12 AM
From: robert b furman   of 7822
 
Hi Bear,

The C8's are future classics.

I hope the GM powers get this EV crap out of their system with billion dollar write offs.

I'm in a remodel of the Wisconsin home and have tabled to shop build.

We all are running out of time. <smile>

I want to see Cohu get stability.

Stock repurchases with stability on earnings, is a solid way to grow stock price.

One can not complain about their revenue growth and debt elimination.

They have a solid installed owner base and this US and European chip acts will boost new system counts.

Historically they have more machine in China than elsewhere (lower end chip makers).

The good news is thermo controlled test-handlers are their highest margin new systems.

When that happens, they'll print some money 2024? Most likely I'm thinking.


Bob
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