Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 24.31

+1.1%

12:59 PM EST

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To: Henry D who wrote (1189)	2/5/1999 10:15:00 AM
From: KLINVESTOR	Read Replies (1) of 7827

HenryD, I think the news on Micron bit growth is especially good news for Cohu. I receive the Montgomery Securities analyst reports and they also mentioned another very important point (for Cohu) in discussing the new higher spec DRAM that is coming out. They said one of the problems encountered is it takes 30% more time to test. Bottom line, there is an incrementally greater need for Cohu handlers during this test time. Of course I guess the Castle handler test more chips at the same time so that is a negative but all in all I believe we are seeing some really good news on Cohu and their customers and the next couple of quarters could see a much quicker rebound. Has anyone noticed that there is only one analyst with an earnings projection for the lst quarter. Strange it is lower than the 4th quarter 4 cent loss as the analyst has a projection of an 11 cent loss if I recall correctly. What I do not understand is why the other 3-4 analysts that were covering Cohu are not making quarterly estimates. Maybe it is time to call up some of these firms and see why they are not updating their estimates.

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