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: semi2000 who wrote (1471)	9/19/1999 2:49:00 PM
From: KLINVESTOR	Respond to of 7826

Semi2000, I agree the B2B is the one short-term risk for Cohu. My reasoning is this is a short-term threat is that I think early August was just about when the tighter supply in Dram and other markets was becoming evident. I think the dramatic jump in prices for Dram and other markets will probably result in renewed equipment buying by September and during the remainder of the year. A lot of guessing on my part but I think we will see a good earnings announcement and good bookings for Cohu when they release earnings. The bookings I suspect will take place primarily in September though and that the B2B numbers to be released this week for August by the industry may be lagging what is starting to happen in the equipment market. Time will tell. Good luck!