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


To: bearshark who wrote (6418)8/25/2017 11:37:10 AM
From: robert b furman  Read Replies (1) | Respond to of 7827
 
Hi bear,

The open interest in Cohu (now that august has expired is next to nil).

I think the market maker had to cough up some stock with all of the $15.00 and $17.50 calls that were sold.

There are only 30 calls and or puts in September and October is similar.

There are a lot of November calls 127 of the $17.50's and 409 of the $20.00's.

Looks like it is a play on the earnings reort due out in later October only about 123 puts sold from 12.50 thru 20.00 (69 at 17.50).

MM will keep price depressed/sideways to reclaim some inventory.

Sure would like to see Cohu top 50 cents next quarter (nongaap).

Seasonality normally will slow the Q4 and Q1 - could be that it won't as Amat and Lrcx have really been making a lot of frontend equipment / orders - back end lags by a quarter at least.

Lots of articles talking about over all year 7's having sideways to down from now till beginning of November.

Could be we just get bored here for a month or two.

Save up some dividends and buy the dip.

I'd rather see it go parabolic. LOL

Bob