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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: EACarl who wrote (8128)	10/15/1999 3:10:00 AM
From: KLINVESTOR	Read Replies (1) \| Respond to of 10921

EACarl, Agreed 100% that Cohu is the best value and most overlooked company in the entire semi-equip sector! They dominate their sector, have a rock solid balance sheet, incredible earnings growth kicking in right now, and a long-term history demonstrating strong management skills. No serious domestic competition which few others can say. The market will ultimately recognize this hidden value. Patience until then and keep loading up on more Cohu. The fact that the market misprices underlying value is an opportunity. Good look!

To: EACarl who wrote (8128)	10/15/1999 6:54:00 AM
From: w0z	Read Replies (1) \| Respond to of 10921

COHU's Price/Sales is 2.63 and trailing 12 month Price/Earnings is 39 based on their latest earnings report. Add next quarter's revenue (assuming $71M backlog is converted to revenue) and earnings (41 cents assuming no margin improvement from this quarter) and PSR becomes 2.04 and PE becomes 19.7 for calendar/fiscal 1999. Of course I don't expect the price to remain at 21 1/4! Pretty good value for a company that is growing at close to 100% per year based on latest numbers.