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: robert b furman who wrote (1396)	9/8/1999 5:17:00 PM
From: w0z	Read Replies (1) \| Respond to of 7825

Another 52 week high and a strong close! Now we just need some decent volume. Go COHU!

To: robert b furman who wrote (1396)	9/9/1999 3:05:00 AM
From: KLINVESTOR	Respond to of 7825

Robert, If Needham has upgraded Cohu it is very warranted. I give Cohu management credit for getting the upgrade if it has happened. Cohu still represents one of the best buys among the semi-equip market and for a company like TER and a couple others it represents a fabulous acquisition target. TER has a stock price (post Cohu split) of almost twice Cohu's and for them to make a run at Cohu is very compelling. TER could offer a share for share (TER for Cohu) to current Cohu shareholders and it would be a premium of 70-80% from the current market price for Cohu and TER would still be getting a bargain. Cohu on a per share basis has higher earnings, tons of cash in the bank, and a dominance in the sector which TER has tried to enter (test handling equipment). With the accounting provisions changing for pooling of interest at the end of the year or early next year TER or others should consider this last opportunity for a great acquisition that adds earnings! Good luck to all!