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


To: w0z who wrote (1407)9/11/1999 3:43:00 PM
From: KLINVESTOR  Read Replies (1) | Respond to of 7825
 
Bill,

<<Today's First Call report shows one "1" and one "2" rating on COHU. If I recall correctly, both were "2" previously, so maybe this is the Needham analyst's upgrade.>>

I tried to access First Call's information and couldn't find it. Does it have the updated earnings estimates? Zacks had only one analyst with an estimate (although two had ratings) and that analyst had 59 cents for the 3rd quarter. It would be interesting to see what Needham's analysts have for earnings estimates.

Either way, we will have the results in another month and I suspect we will be happy with both the EPS and the backlog. I believe that the jump in DRAM pricing will make for a very good month order wise for equipment during September. The August bookings will probably not be as impressive. Time will tell.

Good luck.