Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 30.85

+6.6%

Feb 6 4:00 PM EST

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To: Henry D who wrote (959)	9/26/1998 10:29:00 AM
From: robert b furman	Read Replies (1) of 7840

Henry D - thank you for nibbling a few ! All support of a stock I own is greatly appreciated! :-) On the serious side either you are in very strong company or you are extremely humble . Just wanted to point out - that there was a very strong buyer of cohu just before the close on friday.Sneaky how it closed down on the bid side after quietly handling 34000 shares ALL BOT ON THE ASK SIDE and within less than 20 minutes. Here is a list of the trades: 15:37:02 15000 @ 18 9/16 15:19:39 10000 @ 18 11/16 15:18:39 4900 @ 18 5/8 15:18:11 4000 @ 18 5/8 All appeared to be on or very near the ask quote = buying pressure! This is what the doctor ordered! Future backlogs drying up on many semi equip mfrs is scaring the daylights out of me.Hanging with well capitalized conservative management is what keeps me sleeping at night. It is the knowledge of their products being the best in the industry,that provides not so much confidence .Assurance doesn't provide timing clues , but when when it does finally happen - Cohu shall lead not lag. Really like the action on AMAT and NVLS this week for the first time. What haunts me is : Will there be a second bottom ? I am prepared to weather it - but I have not sold off in preperation to shave a few points and buy more.Just don't have that quick trade coldness - I still fear a lost position at what are acceptable bargain prices in the long term perspective.Playing too close to perfection some would say. Congrats on your buy of a stock that will make you wealthy in the future! P.S. Anxious to see what AMAT's comments on backlog are.Due 11/17 after market close.They have already talked them down for current quarter but future outlook is all we need (must show light at end of tunnel).

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