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To: richardred who wrote (124)2/13/2018 11:48:15 AM
From: robert b furman  Respond to of 140
 
Hi Rick,

Saw Cohu go thru their horde of cash to make strategic acquisitions.

They moved early in the downturn and it took longer to get a revenue increase from the merger.

I see Veco making a nice boost this morning - good revenue growth.

Veco is much bigger and bought a much bigger company.

Nice to see it pop in a solid report.

I think it is safe to say - it can take out much more cost as time goes on.

Bob



To: richardred who wrote (124)2/25/2018 1:34:28 PM
From: richardred  Read Replies (1) | Respond to of 140
 
FWIW-Sold VECO this week. Just to nice of a quick gain.