Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.22

+1.8%

Nov 3 3:59 PM EST

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To: robert b furman who wrote (7582)	8/3/2023 2:04:56 PM
From: Johnny Canuck	Read Replies (1) of 7822

Bob, What is your taking on the business of AZTA (the old BRKS) right now.? I expect the weakness in chips to last at least till Q1 2024 based on the conference calls I have read so far. As result many companies with fabs maybe pushing out semiconductor equipment orders. I expect AZTA to be less tied to semiconductor equipment now that they have divested their chip equipment business. It appears they are still cashflow negative. I would have expect them to be closer to break even by now. AAPL earnings this evening might not help the chip and chip equipment companies this evening. QCOM report 25 percent year over year declines in volume. It might be due to AAPL trying to source their own chips but either way that is a pretty big number. It is consistent with what I saw at Mobile World Congress. There were not a lot of killer Apps and feature sconsumers need to have.

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