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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (85872)	11/8/2020 9:43:11 PM
From: Elroy	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95383

SIMO's prospects are good and the valuation is as good as it has ever been relative to the rest of semiconductors. The shares should be about $45 rather than $37. They have $12 cash and property and no debt. They EASILY make $3.00 next year, and perhaps as high as $4.00. $37 - $12 = $25 share price, so PE off next year's EPS is between 8x and 6x. Too low. If the share price sits down there, I don't see why one of these larger related semiconductor companies (MVHP? MRVL? AVGO?) doesn't acquire SIMO for 15x or 20x, and have it be immediately accretive to their EPS. SIMO ain't going away.

To: Return to Sender who wrote (85872)	11/8/2020 9:59:01 PM
From: robert b furman	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95383

Hi RtS, Cohu in the last 24 months has struggled to absorb and rightsize the acquisition of Xcerra (after the declining of CIFIUS to allow a Chinese hedge fund (CNP money at work) buy them. After two years of rightsizing, lease terminations and IP write offs of discontinued services, and division sales, Cohu last week reported an above consensus profit and revenue along with the very unusual forward guidance NOT FOR JUST THE NEXT QUARTER BUT FOR 2021. The long awaited 5G handsets has finally given them new system sales along with more models of autos utilizing the ADAS systems. I believe they are at the cusp of their turnaround creating high revenue growth and bottomline performance. Bob