Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.11

+3.3%

3:59 PM EST

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To: Henry D who wrote (1470)	9/19/1999 12:14:00 PM
From: semi2000	Read Replies (1) of 7826

B2B is the only real threat to COHUs price marching. In recent past AMAT CEO was not very bullish, b2b came out weaker and semi/equip stocks tanked almost 20-30% in 2 days. I think COHU will show upward bias due to impending split. But I am not as bullish as Victor is. I am holding my position but - I know fundamentals alone do not count. There are just too many lemmings out in semi pool. Look at NVLS - Up one day down next. All in all there seem to be very high optimizm about b2b since AMAT, KLAC and ASML, TXN, ADI and whole bunch of others RFMD, QLGC etc have shot up. Hope I am correct. Only thing I remember is COHU ride is never smooth.

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