Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.13

+3.5%

Nov 21 9:30 AM EST

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To: Henry D who wrote (1467)	9/19/1999 3:50:00 AM
From: Victor	Read Replies (1) of 7826

PL. explain what is meant by 'b2b'. It looks like institutions have resumed buying COHU as you can see several block trades executed on Friday Sept. 17 and before.The Fundamental of COHU looks strong (see message # 1428) and semiconductor equip. maufacturing sector is at the beginning of the next 2 to 3 years boom (see message # 1442)period of the cycle. Big money (Inst.) has started flowing into this sector. So even if general market goes down due to big selling in other sectors of the market, all the more good because additional money generated due to such selling could find its way into the booming semi. equip. sector. Where else could one put cash to work for good returns these days? Have you observed how Applied Matl., KLA Tencor, Teradyne, Novellus stocks moved up sharply higher recently on days when most of the stocks in other sectors went down! And now COHU. Moreover most of these companies including COHU have 0(zero) Debt and tons of cash. Hence even if majority of the other stocks goes down due to any rise in interest rate, the rise in interest rate would not affect the earnings of these companies as they have no debt to pay. Companies like COHU could have stellar performance(accelerating EPS associated with accelerating Revs.) in the next 2 to 3 years of the booming business cycle. COHU is mentioned in Monday's edition of Investor Bzness Daily in 4 places (3 times on page no. B10 & 1 time with chart in NASDAQ Stocks in the News) due to compelling and strong technical reasons. The reason for high volume will be confirmed in the fundamentals by them when next earnings will be known and thereafter as long as they see Quarterly Revs. and Earnings accelerating. In other words this news could be a beginning of many more to come. In any case COHU has been spotted breaking out of William O'Neils( IBD owner)favourite bullish Cup and Handle chart pattern on heavy volume.

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