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Technology Stocks : Cohu, Inc. (COHU)
COHU 15.03-0.1%Oct 18 12:00 AM EDT

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To: robert b furman who wrote (6669)5/6/2019 5:24:24 PM
From: robert b furman2 Recommendations

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Cohu reports revenue trough was in Q1.

Accelerated cost savings projected to be at 40 million by the beginning of Q1 2020.

Closing of Xcerra's office in california.

Closure of Xcerra's office in Panang
Closing of Xcerras office in Germany to Cohu's existing building in Germany has accelarated cost synergies.

Mobility infrastructure orders beginning ( 5G I'm guessing). plus some new mobility testhandlers (5G I'm guessing)

5 G will be big not just for testhandlers but for system testing called "platform testing". Must be tied in with Keysight system I'm guessing.

5G mobility will begin to kick in revenue with 2020 phone models.

Expect 5G to contribute 50 to 100 million per year in the 3-5 year future.

40 million in savings beginning 2020 and business will ramp up into that time period.

Auto otive slowly getting bigger and mobility had an uptick.

Cohu trading up in after hour trading @ 16.00 up 53 cents from close. Only 6000 shares but up!

Earnings Press Release:

Jeffrey Jones is doing his thing so well. The strategic acquisition is beginning to show its synergies and recurring revenue model is a reality with 300 million plus potential!!

Good progress being made towards exceptional profitability in 2020 ( seven months out).

Say hello to the 20's soon!

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