Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 30.84

+6.6%

3:59 PM EST

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To: KLINVESTOR who wrote (961)	9/26/1998 11:41:00 PM
From: Henry D	Read Replies (1) of 7840

Has anybody called the company to inquire about 3rd quarter's preliminary sales and backlog data? As for timing, i believe COHU will double bottom unless the following occur: 1) Greenspan cut rates 2) INTC beats 3rd quarter estimate by few cents and has positive 4th quarter statement 3) b2b inches upward for Sept, announced in Oct. If all 3 happens, you wont be able to buy COHU in the teens until the year 2000 something. I am still debating whether to nibble more COHU on Monday just in case. Positive cash flow will be king for these companies...backlog is drying up...next is cash reserve and equivalents then line of credit....I have nibbled some photomasks shares too...they seem to weather this slump decently despite DPMI negative announcement. MASK is like COHU of photomask companies...small, undervalued, gaining market share, good numbers.

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