From A to Zeev" -- SI Sacks Zeev Message Board

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Pastimes : From A to Zeev" -- SI Sacks Zeev

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To: space cadet who wrote (519)	10/22/1998 7:09:00 PM
From: David Rosenthal	of 708

Mr. Cadet, Are there any that still look good to you here, or have they all already gone higher? Pardon me for stepping in. COHU is a back-end semi-equip that has not moved much yet. There is a reason for this. They just announced a real lousy quarter (though still making money). Historically they have done well though the stock seems to lag TER. TER has also entered their market but some of their competitors are sucking wind. At any rate, given that the rest of the sector has moved there may be some sympathy movement due to those feeling they have missed the boat. At least I am playing it that way. Good Luck, Dave

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