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

To: Victor who wrote (1431)	9/15/1999 12:43:00 AM
From: KLINVESTOR	Read Replies (1) \| Respond to of 7825

Victor, I do not have the information on which are the two analysts covering Cohu and providing a rating but I was organizing the information on TER (Teradyne's)analysts since even if they do not specifically cover Cohu they would be interested due to their industry niche. If you sent them your analysis I think it would be very useful and I agree you have done a nice review. They would be making recommendations to the same institutional investors interested in this sector and furthermore since they cover TER they probably have Mergers and Acquisitions specialists that are constantly looking for business opportunities (for example TER acquiring Cohu). They are as follows (note in some cases I just have a phone number and in others I have both the phone and address): A.G. Edwards & Sons, Inc. Chris Chaney (314) 955-3378 A.G. Edwards Home Office One North Jefferson St. Louis, Missouri 63103 (314) 955-3000 Adams, Harkness & Hill, Inc. Fred Wolf (617) 371-3713 Per Web Page: Vernon P. Essi, Jr. Adams, Harkness & Hill, Inc. 60 State Street Boston, MA 02109 (617) 371-3900 BancBoston Robertson Stephens Susan H. Billat (415) 676-2892 BancBoston Robertson Stephens Headquarters 555 California Street, Suite 2600 San Francisco, CA 94104 415-781-9700 Cowen & Company Min Pang (415) 646-7360 Cowen & Company 4 Embarcadera Center San Francisco, CA 94111 (415) 646-7200 CS First Boston Elliott Rogers (212) 325-0888 DLJ Securities Robert Maire (212) 892-4015 Gerard Klauer Mattison John M. Geraghty (212) 885-4003 Gerard Klauer Mattison 529 Fifth Avenue New York, New York 10017 1-800-344-4093 Goldman, Sachs & Company Gunnar Miller (212) 902-5111 Goldman, Sachs & Company 85 Broad Street New York, NY 10004 Tel: 1-212-902-1171 Fax: 1-212-902-9316 Josephthal Lyon & Ross, Inc. Larry Borgman (212) 907-4169 Lehman Brothers, Inc. Ed White (212) 526-4744 Merrill Lynch Mark Fitzgerald (415) 954-4150 Merrill Lynch & Co., Inc. 101 California Street, Suite 1400 San Francisco, CA 94111 TEL 415-274-7000 FAX 415-986-3196 NationsBanc Montgomery Sec Brett Hodess (415) 627-2355 SoundView Technology Group Mike O'Brien (415) 217-5516 SoundView Technology Group, Inc. One Embarcadero Center, Suite 3900 San Francisco, CA 94111 415-217-5500 Fax: 415-217-5501

To: Victor who wrote (1431)	9/15/1999 1:00:00 AM
From: KLINVESTOR	Respond to of 7825

Victor, I thought you might also like to send your analysis to the Board members of Cohu. The following are the addresses of their Board members which was published in a 10K or proxy statement a few years ago. They have a new member which I do not have an address on but they should also be informed of the types of information you have accumulated on Cohu. Ultimately, they should be accountable to ensuring that Cohu's stock price trades in a reasonable range consistent with its peer group. It certainly is not if you consider Cohu peers to include TER. Cohu will/and has had significantly higher earnings than TER and is trading for half the price (on a split adjusted basis). The Board should in turn hold senior management accountable for getting that message out. The members are: James W. Barnes 5755 Kearny Villa Road San Diego, Ca. 92123-1170 Charles Schwan 5755 Kearny Villa Road San Diego, Ca 92123-1170 Frank W. Davis 939 Coast Blvd. La Jolla, Ca 92037-4128 Harry L. Casari 1963 Hacienda Circle El Cajon, Ca 92929-1024 Gene E. Leary 1657 Calle de Cinco La Jolla, Ca. 92037-7114 In addition, there is one very large individual shareholder that should be voicing his concerns to the Board and that is (he has 7.35% or 719,819 of the outstanding shares... if Cohu was trading near the price of TER that would be worth an additional $35 per share or roughly $25 million to him!!!I believe he should be voicing his opinion on the matter): Nicholas J.Cedrone One Monarch Drive Littleton, Ma 01460 Finally, as of the last Proxy statement there is one large fund that has 668,200 of the outstanding shares of Cohu or 6.82%. They should be vocal also and they are: Franklin Advisory Services, Inc. One Parker Plaza, 16th Floor Fort Lee, NJ 07024 Please keep us posted if you pass along your research to these folks and it would be interesting to hear the feedback you receive. Good luck!