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To: Andrew Vance who wrote (16623)	8/3/1999 7:56:00 AM
From: Logain Ablar	Read Replies (1) of 17305

Andrew: If you have not looked @ COHU you may want to. I've just started my dd but so far it looks good. The market looks to be rough this month and the semi sector is over extended (but if were in the hockey stick phase if will can become more extended) and a slight retrace and consolidation would be healthy. The P&F indicators are in a cautious mode especially with the semi sector (but the individual stocks look great). MOT has an analyst meeting this morning (see Justa's post) and once thier past Irridium the stock will be a great l/t hold. Tim

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