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

To: robert b furman who wrote (6474)	10/20/2017 3:49:33 PM
From: robert b furman	Read Replies (1) \| Respond to of 7827

Cohu calendar shows it Q3 webcast is scheduled for 11/01/2017. Unusually late?? Maybe they will extend reporting dates now that they must gather Kita's numbers from Japan?? Just wondering?? I'm expecting a seasonality impact on the Q4 guidance. Last webcast Cohu guided 88 - 95 million revenue on record orders. At the same time they said even with seasonality that they expected revenue to be similar to that which was recorded in H1. Using those numbers from H1's revenue of 175 million it would give a guidance range of 80- -87 million - possibly the lowest quarter of the year. Not sure how price will be impacted ?? Bob It would be nice to see a beat on the 95 million and then another solid quarter for orders.