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

To: Johnny Canuck who wrote (7454)	11/4/2022 2:21:43 PM
From: robert b furman	Read Replies (1) \| Respond to of 7822

Hi Johnny, Thanks for the link, Like Cohu's big brother equipment makers AMAT, KLAC, LRCX, it is now being recognized as having scale (37500 pieces of installed handlers and testers) in the servicing and spare parts business called "recurring business". That business sports margins in the ,mid 50%. They will prosper and reach their mid term goal of $4.00 a share ( non gaap) and 1 billion in revenue. They may well become the target of the big brothers who would find many synergies with their global foot print. I'd add TER in that category as well. I'd love to get a tax free acquisition into a big Cap Equipment maker that would pay a big dividend and give me a boost to my retirement income! Heck dreaming is free! Bob