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

To: Johnny Canuck who wrote (7633)12/8/2023 8:46:17 PM
From: robert b furman  Respond to of 7822
 
Hi Johnny,

Great sleuthing!

Cohu usually has weak Q 4 and Q1's going back to the School and Christmas buying of the PC cycle.

I'd say it looks credible, but as chip go beyond the PC/Laptop cyccle, it could well change.

Bottom line stay dominant and build the consumable buiness.

Reoccurring consumables are very fragmented )on a global perspective). ROLL THEM UP!

A reason for cash accumulation.

Bob


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