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

To: KLINVESTOR who wrote (1399)	9/9/1999 7:07:00 AM
From: w0z	Read Replies (2) \| Respond to of 7823

Even at 47 5/8, COHU is still an incredible value! Look at the following FY 2000 P/E comparisons from Merrill Lynch's 3 September report on the semi equipment industry: Process: AMAT 25 ASML 35 KLAC 28 LRCX 28 NVLS 18 SVGI 15 VECO 19 Automation: BRKS 26 PRIA 43 Test: CMOS 26 TER 24 COHU 14 My #'s, not ML's ($47.625 / $3.46) Components: CYMI 29 Group Average 26 (Excludes COHU) Furthermore, I think the consensus estimate of $3.46 for next year could be very low. It is not inconceivable that COHU can do $0.87 this quarter which would equal $3.46 annualized (i.e. no growth assumed for FY 2000!)