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

To: robert b furman who wrote (7748)	9/11/2024 12:35:17 AM
From: Johnny Canuck	Respond to of 7822

So interesting growth stats for COHU going into 2026: Message 34817965 Like all analysts estimates, take it with a grain of salt. I am still not sure there is not a recession, howevere mild and short, in between.

To: robert b furman who wrote (7748)	9/11/2024 3:58:02 PM
From: bearshark	Respond to of 7822

Today's 1-day bottom in the INDU - 39,993. When they convince everyone that it's an old index that no one should watch - they use it to pull the noose on the market.

To: robert b furman who wrote (7748)	9/30/2024 10:57:18 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 7822

From the JBL conference call. I don't believe COHU is one of their customers of this contract manufacturer but it seems to suggest the automatic test equipment sector is growing. Q: Can you elaborate on the strong double-digit growth in the semi-cap business for this year? A: Matt Crowley (Head, Intelligent Infrastructure): The growth is driven by increased demand in the automated test equipment (ATE) space, linked to the GPU silicon required for AI. We are also seeing a recovery in the wafer fab equipment (WFE) side.