Cohu, Inc. (COHU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cohu, Inc. (COHU)

COHU 24.21

+1.8%

Nov 3 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: robert b furman who wrote (7584)	8/3/2023 7:38:17 PM
From: Johnny Canuck	Read Replies (1) of 7822

Thanks on the insight for AZTA. I still have some COHU from when we talked the first time around years ago. I have not added because it has traded in a range for the last few years. I thought the breakout above $40 would establish a new range but so far no luck. Despite all the planned new fabs I think muted demand will push out cap ex. A recent story projected weak consumer demand in the fall as all the covid saving get used up. You own guidance in car inventories suggest it is true. I raised some cash a little while back expecting historical downside volatility in a pre-election year in Aug and Sept. It is playing out that way so far.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next