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


To: KLINVESTOR who wrote (1478)9/20/1999 2:47:00 PM
From: KLINVESTOR  Respond to of 7826
 
More news, Teradyne price target increased to $50:

biz.yahoo.com

Adjusting Cohu for the upcoming split Teradyne has a 10%+ higher eps estimate at 33 cents versus Cohu with an estimate of 29.5 cents on a split adjusted basis. Now which one will beat analyst estimates by a wider margin? Which one will have a higher EPS for the 3rd quarter? (Clue: Who had the higher EPS for the 2nd quarter?)

Nice quote in the article, "" Robust demand for Teradyne's core product, the catalyst mixed signal tester, which is approximately 45 percent of total company sales, is prompting the company to ship more units than it originally forecast.

-- Demand also is ``exceptionally strong' for the company's Logic tester products, which are approximately 25 percent of total sales, and connection systems, about 20 percent of total sales.""

The other big news in that Teradyne got its first posting on Silicon Investor in about 20 days! For a company with 13-14 times Cohu's market capitalization they have very few that comment on it. The upcoming earnings release will be interesting.

Good luck.