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

To: Christopher Brainard who wrote (2028)	7/8/2000 7:18:59 AM
From: semi2000	Respond to of 7827

Hi Chris, > 1) Large insider sales near 52 week high. this is in reference to Feb sales? May be big for John Allen but not for Schwan to what he holds now. > 2) Nearly a 67% decline in market cap and no word from mgt. true but then not many companies do that either. But it would be nice like ASYT did. See where it is today. Not much help. > 3) Conference calls with analyst but no word to us. I have no idea on this. Certainly KLAC style. I agree that my lose term "trustworthy" does not explain all. But its not MSTR or CTXS either Thanks

To: Christopher Brainard who wrote (2028)	7/8/2000 12:22:24 PM
From: Rutgers	Respond to of 7827

Will history repeat itself? Take a look at the market action of a fellow semi, Amkor, circa "three weeks ago." [http://www.siliconinvestor.com/research/chart.gsp?lotemp=&period=120&chart1=ma&s=AMKR&compare=&time=60m&i0=1&chart=bar&i1=0&scale=linear&i2=0&i3=0] 1. AMKR started tanking big-time on no real news. 2. On June 21, we learn an analyst from Thomas Weisel Partners had voiced general concerns about AMKR's second quarter. [http://www.siliconinvestor.com/readmsg.aspx?msgid=13922072] 3. After dropping under $27/share, on June 27, trading was halted. 4. AMKR "updated second quarter expectations downward, but said, 'The outlook for the second half of the year is very strong, and management remains comfortable with the consesnus of analysts' earnings estimates for the full year.'"[http://www2.marketwatch.com/pulse/pulseone.asp?source=blq/yhoo&dateid=36704.6630902778-446684111] 5. With the "news" now out, the stock immediately gapped the next am and hasn't looked back since. Conclusion: I wasn't a history major, but I'm in, albeit at $23 5/8, for several reasons: (a) continued strength of the Semi sector; (b) appearance of an oversold condition; (c)assuming the "order" was not included in Q2, it will be in Q3 [in other words, the small delay did not result in the co. losing the order]; (d) CFO appears credible (AMKR also had a few insiders selling shares in the low-mid $40s) and (e) low relative price=lower risk.

To: Christopher Brainard who wrote (2028)	7/8/2000 5:46:59 PM
From: Short A. Few	Respond to of 7827

I suppose mgmt must choose the lesser of evils, and disclose only to big money folks, so as to maintain good relations. Seems to be standard procedure with almost all companies - nothing is ever done about it. The SEC is off somewhere reading threads, and looking for some teenager starting a false rumor - easy meat and the healthy way to look tough. Restrictions against trading on inside information obviously apply only to bite size morsels. The small fish loose all the way around. Only way to win here is to treble up the position once the bad news comes out, which I plan to do. Hope everyone has some dry powder! Best, SAF

To: Christopher Brainard who wrote (2028)	7/10/2000 2:26:41 AM
From: Charles Chen	Respond to of 7827

Totally agree with your statement! The management has done very little during last semi cycle. I've been following COHU for more than 5 years. During the last semi cycle, TER and COHU were trading at the same price. Today TER is more than 3 times over COHU today. Oh, I forgot to adjust 2-1 split for TER. The management are totally incompetant. I used to own more 1600 shares of COHU. It seemed to be too risky! I won't touch COHU unless the management get their act together to increase shareholder's value.

To: Christopher Brainard who wrote (2028)	7/12/2000 1:44:14 PM
From: Jim Muskett	Read Replies (1) \| Respond to of 7827

Chris and all; News from BusinessWire about a new unit from Delta for RF Wireless IC handling. What's everyones take on this? SAN JOSE, Calif.--(BUSINESS WIRE)--July 12, 2000--Cohu, Inc. (NASDAQ:COHU.O) through its Delta Design unit announced today its new Delta 1888 handler for RF/Wireless handling applications. The 1888 is a gravity-feed handler designed specifically for handling RF/Wireless ICs. High frequency devices require special handling to ensure the maximum yield is obtained from the test cell. The 1888 has been designed to create the optimum RF testing environment. The test site has been designed to allow maximum flexibility in RF interface design. The plunge-to-board feature is software programmable for ease of setup. The plunge index time enables up to 7,200 UPH for single site and 14,400 UPH for dual site high frequency testing applications. "The test site, from the plunger drive mechanism to the design and material in the nest holding the device for test, is specifically designed for RF testing," commented Kevin Brennan, Director of Marketing. The Delta 1888 incorporates active mechanisms throughout the part path to provide a continuous flow of parts through the handler. "This handler was designed specifically for the RF Test Cell," stated Brennan. "From the casters on up it has been designed to deliver maximum yield and productivity for RF/Wireless production test environments." Certain matters discussed in this report are forward-looking statements that are subject to risks and uncertainties that could cause actual results to differ materially from those projected or forecasted. Such risks and uncertainties include, but are not limited to, the Company's ability to convert new products under development into production on a timely basis, realize acceptable profit margins on such products and support product development and meet customer delivery requirements for next generation equipment; the impact of recently issued accounting rules (SAB 101) that may delay the recognition of revenue; the effect of competitive products; inventory exposure as a result of product transitions; the concentration of revenues in a limited number of customers; the cyclical and unpredictable nature of capital expenditures by semiconductor manufacturers; and other risks addressed in filings with the Securities and Exchange Commission. The Company assumes no obligation to update the information in this report. Cohu is the largest U.S. based and one of the world's largest suppliers of test handling equipment used by semiconductor manufacturers in final test operations. The Company also manufactures closed circuit television, metal detection and microwave equipment. Delta Design supplies test handling solutions used by semiconductor manufacturers in final test operations and is exhibiting at SEMICON West in booth No. 11034. --30--ts/sd* CONTACT: Cohu, Inc. Sales, 978/486-1060 www.deltad.com KEYWORD: CALIFORNIA TRACK INDUSTRY KEYWORD: COMPUTERS/ELECTRONICS TELEVISION/RADIO SOFTWARE TRADESHOW PRODUCT Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com Copyright 2000, Business Wire