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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: EACarl who wrote (33284)	11/19/1999 3:05:00 AM
From: KLINVESTOR	Read Replies (2) \| Respond to of 70976

Henry / EACarl, Cohu is an absolute bargain compared to the semi-equips. It has it all very dominate position in semi-test handling equipment, significant margins, as noted a PE/PSR of 1/3 or so the rest of the market, much better BTB/qtr over qtr bookings than all the rest, a balance sheet with tons of cash and no debt, basically the company only has one negative factor and that is it is grossly underfollowed by the analyst community. It only has one analyst identified with an earnings estimate. It has a $500 million market capitalization so it has reasonable size and if its stock price was in line with other semi-equips it would be well over $1 billion of market cap so there is no reason it does not have more coverage as many companies it size have 6-8. Great opportunity until it is discovered. I suspect that as the sector starts to stabilize folks will take their gains in the large caps of the group and then move it into some of these smaller cap opportunities in the sector. Good luck!