Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.24

-4.1%

12:11 PM EST

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To: Johnny Canuck who wrote (7588)	8/17/2023 10:27:54 PM
From: robert b furman	Read Replies (1) of 7822

If you read Amat's report, fab demand on logic is strong. Memory is still overstocked. Cohu does not do memory. When the chip act goes from buildings to frontend top of the line equipment, Cohu's test handlers with thermo control (which have the highest margins) will print money. That is admittedly out in the future. If one has a 6 month to 18 month horizon, any dip is a gift for what I think will be a double to a triple from where it is today. For a triple, I can be patient. <smile> Thanks for your review and post - all and many views make us wiser/better investors. Bob

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