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Technology Stocks : Cohu, Inc. (COHU)
COHU 27.02+7.6%Jan 6 3:59 PM EST

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To: Artslaw who wrote (2602)1/15/2002 6:05:55 PM
From: Lonnie   of 7827
 
Hi Steve,

I hope it will be temporary, as I thought just about everyone knew that Intel was cutting back on Cap/Equip spending. Five Billion is still pretty impressive. It will pay off again! How would you like to compete with them?

Knee jerk reaction is possible. But, we'll see in the next few weeks. Some of the beneficiaries of that $5.4 Billion should have known and planned for the reduced spending, don't you think?

We may just have the opportunity to load up once again!!

Lonnie
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