Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.73

+1.1%

Dec 30 3:59 PM EST

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To: robert b furman who wrote (2000)	7/6/2000 9:57:18 AM
From: Berk	of 7827

Bob, thanks for the information. Like you I believe Cohu and the other semi capex stocks are very cheap here.However, yesterday's action in the sector shows how nervous the investors in the group are. If the cycle is quite long this time, we may be in for quite a roller coaster ride over the next six to twelve months as waves of pessimism and optimism run rampant. If you look at the history of Compact over the past 10-15 years, it might give us a preview of what to expect: good long term growth but the sellers were always quick to discount a disaster around the corner.

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