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Technology Stocks : Cohu, Inc. (COHU)
COHU 25.08+3.6%Dec 3 3:59 PM EST

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To: KLINVESTOR who wrote (1157)1/30/1999 1:41:00 PM
From: Henry D  Read Replies (2) of 7827
 
Klinvestor,

thats good news regarding Zack, but CBS MarketWatch reported -.24 eps as a negative surprise. several other news services as reported it as a -.24 loss unfortunately. Still feel COHU should have incorporated the -.04 in the table results.

do you know if COHU backlog accelerates faster than TER during up cycles???? if so, then we will probably narrow the gap with TER. once capacity demands ramps up, COHU will fly (late 1999???). i hope management plays this upcycle smart. they got plenty of cash, they need an acquisition and more analyst coverage from the street. We need initiation coverage from heavy weights Merrill, Robertson Stephens, or Goldman Sachs. Needham and Schroeder arent enough.

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