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


To: robert b furman who wrote (2007)7/7/2000 1:08:40 PM
From: Artslaw  Read Replies (1) | Respond to of 7827
 
Nice to have you and all your money back

Thank God I didn't put all my money in or I'd be crying like a baby now. Fortunately I also entered AMKR, SNDK, and WSTL recently as well, and they are more than compensating for COHU today. I'm going to support the 52-week low if I have to, but I sure better not have to. . .

Now, let's try to figure out this drop: If it really is from not billing a big order this quarter we can live with it as long as someone says "outlook good" during the CC. If it turns out to be because they built a huge RDRAM tester capacity that is unneeded because Rambus didn't ramp up as quickly as expected, then we'll be much sadder. That seems to be the only bad scenario I can think of (short of "restating last quarter's earnings downward").

We'll know soon enough,

Steve