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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.64+3.6%3:59 PM EST
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To: Mr. Sunshine who wrote (1271)5/12/1999 12:19:00 PM
From: Henry D  Read Replies (1) of 7827
 
Steve,

thanks for the notes, really appreciate them.

my take on them are as follows:

the Good: business is picking up, no imminent threat of handling becoming obsolete, COHU's small competitor are hurting (was COHU able to get market share from ATRM or ASEC as the reason for them hurting???)

the Bad: conservative as usual. no stock split or acquisition in near future. EPS may not be better than 1998. cash may decrease.

the Ugly: can't break into Japan or Korea. Since Asia is recovering from their flu, they (esp Korea) will have a big jump in cap expenditure. COHU wont be able to directly take advantage of this.
Margins wont compare to previous years (I miss those 15% net margins and 70-90 cents quarterly EPS!!!). I am concerned about the new product lines...will they cut into margins again like last year?

Thanks again for the notes

Steve, what is your take on this. Personally I was hoping for more good news.
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