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

To: robert b furman who wrote (7683)	5/7/2024 1:43:20 PM
From: Johnny Canuck	Respond to of 7822

Global Foundary signaling turn in chip market. Message 34659896

To: robert b furman who wrote (7683)	5/7/2024 6:10:04 PM
From: bearshark	Read Replies (1) \| Respond to of 7822

Jeff Jones said Q1 revenue was $107.6 million. Recurring revenue, which is largely consumable-driven and more stable than systems revenue, represented 66% of total revenue in Q1. I remember when you were telling us about the importance of consumables. Well, they are keeping COHU afloat now. But think about that systems revenue that is just waiting to get the all clear from the Fed. The current quarter is going to stink but the next one should show the beginning of the turn. I think we will hear it in the forecast given in the next report. Luis may say: Investors, start your engines. $25.25 is really stinky. Talk about bottom-feeding. That's OK. I'm upset because COHU was up today. I've accumulated, through baby buys, about 50% of the shares I want. I hope to be at 100% by July.