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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (7637)	9/27/2019 12:05:59 PM
From: robert b furman	Respond to of 26685

Here is a profile of Cohu's Board of Directors: cohu.gcs-web.com If you look at these dynamic people, James Donahue has assembled past owners of sold companies all of whom have worked their ways up through the ranks of literally the list of Who's Who in the semiconductor business. This just confirms that the aggressive steps taken when acquiring Xcerra, albeit in a difficult time for semis globally, are a very strategic plan that (upon the "right sizing" of the company) has achieved "SCALE" on a global basis. This merger will take time to absorb. Once that is complete, it will be a very solid staple in the semiconductor sector. When the next design of chips to be made requires the new systems (think 5G as an example, and the several levels of autonomous driving vehicles progress) Cohu will become a printing press of money. Much like happened to AMAT with Varian, Kla with Tencor, and Lam with Novellus. On a smaller scale, Cohu's long history of successful mergers with Rasco , Ismeca, Kita, Xcerra has rolled up the test handler market (in its several formats) and is now taking them into the test of RF and printed circuit boards and most importantly wafer scale chip packaging (20% and growing of all chips made). Wafer scale chip packaging is a smartphone development. Brooks automation calls it advanced packaging and is now really coming into its own. At Brks what used to be a million or so is now 12 times that and growing fast. This is a long term play on a stock that will make you smile as you look back on your patient and secure investment. THESE MEN AND WOMEN HAVE GREAT QUALIFICATIONS! James Donahue has assembled a very dynamic board with the large global view. If you are short get long If you are long get more. Bob