Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.97

-0.6%

3:59 PM EST

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To: robert b furman who wrote (1109)	1/26/1999 7:43:00 PM
From: Henry D	Read Replies (1) of 7827

Robert, thanks for earnings date update, i was told it was on thursday after market closes according to the recorded message at investor relations a few weeks ago. i will plan to add some more COHU tomorrow before earnings come out then. SLB and TER reported great new bookings but not KLIC and ASEC. I have a bad feeling it is due mainly to new innovative equipment needs and less due to capacity needs (KLIC says there's still capacity out there). New testers are needed for Rambus DRAMS but i think current generation handlers can handle their packaging. I cant see COHU reporting a profit when estimates are at 21 cents loss. I am guessing 15 to 18 cents loss unless they burn up their backlog which i dont think that conservative management would do. I dont own ASYT but i have BRKS, do you think they should merge to go against PRIA and Jenoptik? How about some COHU call options??? I think Aug 25 calls are selling for about $7. Luck

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