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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.88-4.1%Dec 12 9:30 AM EST

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To: robert b furman who wrote (1133)1/28/1999 8:09:00 PM
From: Henry D  Read Replies (1) of 7827
 
Bob,

overall 4th quarter were pretty good: 60% increased in new orders (better than the decrease for KLIC), $87 million cash, increase in dividend, increased backlog by 4 million, and good to see COHU using write-off (it worked for TER last quarter).

weak points: the company should have prepared the table results with the -0.04 EPS along with the -.24 for diluted. Hope the street buys the -0.04 and NOT the -.24. Company should have also made positive comments (if any) regarding partnership with HWP, increased market share, stock-buy back if not using the $$$ for acquisition. COHU still too conservative.

Good luck everybody! Hope nasdaq holds up tomorrow so not to rain on our "parade"
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