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Technology Stocks : Cohu, Inc. (COHU)
COHU 14.41+1.1%Oct 14 4:00 PM EDT

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To: bobbyl who wrote (6645)3/5/2019 11:02:52 PM
From: robert b furman  Read Replies (1) of 6731
Hi Bobbyl,

This one is going to be your best payer yet.

I'm not sure how much Cohu can do in 4 months of owning Xcerra.

I do know they are evry competent and will right size their company and streamline production from Xcerra's gravity handlers to Rasco's -all the while steamlining costs and growing market share.

Typically Cohu needed 2-3 years to completely absorb a merger.

The thing you must understand and realize is that those companies that merged and beewnfitted from scale and its synergies have all benefitted with huge earnings growth and wonderful stock price appreciation.

Admittedly Cohu is late to that game but they also ahve consolidated their global market.
KLA bought Tencor and exploded
Amat bought Varian and exploded
LAM bought Novellus and exploded
Teredyne bought some memeory testers and exploded.

Cohu has now bought Excerra and it will need 2 years to show how brilliant their move was.

All we need is a bit of guidance, good tax accounting and huge free cash flow with moderater guidance and this stock will be in the 30's quickly.

After holding all these years - the payoff is on the homestretch IMO.

Keep the faith and hold with confidence!!

I'm right there with you - in fact I bought 3000 shares last option expiration.

If this earnings reports results in a stock price dip - I'll sell 15 puts and hope like heck I get them.

This stock is going to make us much wealthier, but it will take some time.

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