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 : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: EACarl who wrote (2314)	7/19/1999 12:00:00 PM
From: Henry Eichorszt	Read Replies (1) \| Respond to of 3813

NOVELLUS SYSTEMS (NVLS 72) DOWN 3, POSTS $0.31 VS. $0.46 2Q EPS ON 8.3% LOWER SALES... PRUDENTIAL SAYS RESULTS IN LINE, BUT NOT AN UPSIDE SURPRISE... Analyst John Pitzer tells salesforce co. reported in line with Street, above his $0.30 EPS estimate... Says revenues of $130M exceeded his $125M estimate... However, says because this was not upside surprise, not surprised to see shares selling off today... Notes management scheduled conference call this a.m. to discuss results... Maintains accumulate./K.Bian

To: EACarl who wrote (2314)	7/23/1999 11:03:00 AM
From: KLINVESTOR	Read Replies (1) \| Respond to of 3813

EACarl, Cohu is a definite bargain! Significantly higher earnings than NVLS & TER and trading at a large discount to these companies. Even smaller companies like ASYT are losing money and trade relatively close to COHU in share price. COHU also has an incredible balance sheet with no debt and $9 per share of cash. Bookings took off incredibly last quarter. The next few quarters will show that COHU has much better prospects than many of the large cap stocks. Good luck. PS: I have owned both stocks but now only own COHU but NVLS stock appreciation has been amazing to watch!