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

To: KLINVESTOR who wrote (1510)	10/15/1999 2:24:00 AM
From: Mani1	Respond to of 7827

KLINVESTOR Re <<The "Sales General & Adminstrative" expenses jumped very substantially. By $2.2 million and usually they do not vary much with the sales level. When the 10Q comes out hopefully we can see what caused SG&A to jump so EPS projections for the 4th quarter will be easier. The $2.2 million increase after U.S. tax is probably about $1.5 million or about 7-8 cents per share. If the SG&A increase was a one time blip with the backlog we see next quarter could be a real blow out.>> Good points, this is when I really wish COHU had CC's. I think that would be a first step to more visibility on the street, I am not holding my breath. Mani

To: KLINVESTOR who wrote (1510)	10/16/1999 10:16:00 AM
From: semi2000	Read Replies (1) \| Respond to of 7827

KL: Thanks for the correction! 6/96 9/96 12/96 3/97 6/97 9/97 12/97 3/98 6/98 9/98 12/98 3/99 6/99 9/99 sales 45.90 34.80 28.50 34.80 44.60 52.80 55.60 56.70 55.20 34.30 25.30 29.50 43.50 61.70 income 7.58 5.20 3.60 4.70 6.90 8.50 9.00 8.20 5.30 0.50 -2.30 1.40 4.90 7.50 persh 0.39 0.27 0.185 0.24 0.35 0.425 0.45 0.41 0.265 0.025 -0.12 0.07 0.24 0.36 orders 41.60 23.90 35.10 37.70 53.90 60.90 56.80 54.60 42.40 17.70 29.40 38.90 62.30 76.50 bklg 38.10 27.30 54.30 36.90 46.20 54.30 55.50 53.40 40.60 24.00 28.10 37.50 56.30 71.10 cost 24.80 19.89 16.55 19.91 25.10 29.52 31.46 33.37 35.63 25.61 21.83 19.16 25.75 37.07 r&d 3.82 3.34 3.28 3.26 4.26 4.74 5.24 5.40 5.91 4.73 4.37 4.30 5.05 5.80 sga 5.43 3.76 3.87 4.82 5.17 5.70 5.68 6.18 6.24 4.23 4.47 5.09 6.15 8.44 int 0.37 0.51 0.67 0.74 0.72 0.73 0.82 0.77 0.78 0.85 1.07 1.11 1.05 1.07 woff 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 Hope I didn't introduce any more errors :-( I also hope the LA earthquake did not do any damage to COHU and other companies else we are in for another drop. I hate to see that happen.