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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.32+1.2%Nov 28 9:30 AM EST
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To: Mr. Sunshine who wrote (1261)4/23/1999 10:52:00 PM
From: Henry D  Read Replies (1) of 7827
 
Wow,

those color pictures makes Schwann looks 10 years younger!!!!

i hope COHU goes back to 50-60 by this summer!!! maybe optimistic but i am ready to unload my shares (i still hold some COHU from 1995).

what did you get from the Annual Report. everything seems okay except for:

1) 51% of business comes from 3 major customers, too concentrated in my opionion.

2) Delta has the Summit handler, its new, which means lower profit margins due to higher cost of sales. i am lusting for COHU to return to its 16% net profit margin. 1997 2nd quarter, COHU made 74 cents eps on 44 mil sales. this quarter, COHU will probably have 35 to 45 in sales (my guess), BUT i dont think net margins will be that high yet. even 10% net margin would make me happy for this quarter.

Steve, what questions you planning to ask Schwan at meeting?
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