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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.11-1.3%Nov 14 9:30 AM EST

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To: Henry D who wrote (1320)7/16/1999 1:54:00 AM
From: Henry D   of 7825
 
Klinvestor,

good analysis...did u noticed COHU said they had a decline in gravity feed handlers??? what's the story there? dont they use gravity feed handlers for memory testing? isnt Micron one of their biggest customers? Isnt Rambus handled by gravity?

boy, would it be fun if we played catch up to TER!!! my options would make me happy! i am still skeptical about COHU ever becoming overvalued compared to other semis...without more BRAND name analysts i dont think so. I think COHU might have lost their Schroeder analyst...i read somewhere in Smart Money about Schroeder laying off their small cap analysts if i am correct.

mid-late August has usually been a top in COHU price for odd # years...i might sell some COHU then...and probably the rest sometimes in October.

Im glad i sold my ESIO this week (their backlog dipped) and bought more COHU thursday!

Luck
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