Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.88

-4.1%

Dec 12 9:30 AM EST

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To: FJB who wrote (1523)	10/15/1999 7:09:00 PM
From: Jerome	of 7827

Robert, and other COHU shareholders. The activity today was certainly disappointing. But don't sell yet. Following is my interpretation of todays events. The time to worry is when a good company reports a poor outlook. Both HELX and COHU reported what would be considered outstanding results and both finished down. In the next week we will see earnings from LRCX and the semi BTB. Because KLAC, NVLS, COHU and HELX all reported a strong BTB I believe that the semi number will be up this month from the previous month.And that will push the entire sector higher. Since the two for on stock split the trading volume has moved up nicely. A real positive for the stock. Louis Navallier (sp.) on CNBC was saying that because tech earnings were so much better than expected stocks would rally within the week. I believe that if the FED raised rates a 1/4 percent the market would rally strongly. Its the indecision of when rates are going to be raised that is tanking the market. Even some Bond trader was saying that yields are at a peak according to his calculations. The last factor is that we are seeing a delayed response to good earnings news. (eg. KLAC) Look at the sell off on INTC.Did the company miss earnings or did the analysts miss calculate? I believe that latter. Because there is no euphoria at the moment I will probably buy some calls on COHU after I determine which ones to do with the least amount of risk. These are my opinions and I have no inside knowledge of these events. Some months it appears that I have no knowledge at all. Have a good week-end Jerome

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