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

To: geoffrey Wren who wrote (1884)4/20/2000 5:27:00 PM
From: Henry D  Respond to of 7827
 
wren,

agreed....new orders and backlog looks good...but the missed earnings gonna hurt...i think if they included the $24 mil into revenues and earnings we would come pretty close to estimate of 50 plus cents per share. dont know how the street will read into it.

we should try to find out when or how long does it take before a customer accepts and pays for the product.also CEO says they are working on product cost reduction. maybe there are bugs with the new product lowering the net margins.
does the backlog include the $24 mil of summit handlers????



To: geoffrey Wren who wrote (1884)4/20/2000 5:57:00 PM
From: Artslaw  Read Replies (2) | Respond to of 7827
 
Ouch indeed. I sold my Cohu at 39 to move into cash and was eying options to get back in. I suspect Monday will allow me to do that very cheaply, but there weren't any after hours trades, so there doesn't appear to be any panic.

Steve


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