Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 28.93

+0.9%

Feb 5 3:59 PM EST

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To: Henry D who wrote (1013)	11/7/1998 7:58:00 AM
From: Mason Barge	Read Replies (1) of 7838

<<TER is suppose to make a profit for 4th quarter whereas i think COHU is suppose to lose>> I think to some degree this is another way of saying the same thing. Teradyne's non-chip test business is making money despite the devastation in the chip equipment business. I wouldn't focus too much on Cohu's earnings. The price will come up ahead of earnings or even predictable recovery in their business. There is so much money to be made that investors are anxious to buy at the least sign of good news. These prices are driven largely by sector-wide considerations, that is, whether chipmakers are going to be spending money for new equipment. The general consensus is that "back-end" products (products used after the chip is made, such as Cohu's) are going to recover first. Watch the monthly book-to-bill numbers for chip equipment, and especially orders for "TAP" which is test, assembly and packaging. All in all, if you don't follow the sector on a daily basis, this is a good stock just to hold for 18 months. It almost certainly will come up, and may well return over 100% in 18 months.

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