Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.75

+0.8%

3:59 PM EST

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To: Henry D who wrote (2643)	1/29/2002 1:29:04 PM
From: robert b furman	of 7827

Hi Henry, Well the past high sets the standard - they 've since acquired Schlumbergers ASE division and purchased and moved into a more valuable piece of property - so 65.00 to 70.00 comes to mind. They have a poison pill that kicks in at 45 (was 90 before 2for 1 split). Cohu will only go with a premium and to a stock name that is premier - my bets are : Agilent or Amat. Either one is outstanding and offers significant price expansion under its own name. All JMHO Bob P.S. Nice Buy I was too cheap trying to snag 18.10.erg missed a good dip. I think earnings will reflect a loss need to bury the property gain and hold onto cash.Watch how well they work down inventories and receivables.Same view out to second quarter and then backlogs kick in and the stock trades 23 -30 for the summer /fall.2003 we get toppy??? Good to hear from you - thanks for the support. We're getting into strong hands now - its a rock!!! gulp Bob

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