Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?

To: KLINVESTOR who wrote (1322)	7/16/1999 7:51:00 AM
From: w0z	Read Replies (1) \| Respond to of 7825

I think you might even be low at 82 cents! COHU did 82 cents in Q1 of 98 on 56.7M revenue (if the data is correct at wsrn.com. Given higher revenue and the fact that they have probably scaled back expenses during the past year, I would think they could do better! Their net profit for that quarter was 14.5%. Applying that to your revenue of $61M yields $8.8M net profit or 91 cents on 9.7M shares outstanding. Also, I would be disappointed if they were not trying to ramp their production capacity quickly so that backlogs (and delivery dates) do not get so long that they lose business to competitors. If they can do this, your revenue and earnings numbers are low! Now let's all sit back and watch the TER/COHU gap close! techstocks.com