Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 22.13

+3.4%

3:59 PM EST

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To: Henry D who wrote (1467)	9/19/1999 1:25:00 PM
From: KLINVESTOR	Read Replies (1) of 7826

HenryD, Good to hear that Cohu was mentioned several times in IBD. I agree there are a lot of things to be concerned about including October being a nervous month and the cycle issues. It was a couple of years ago when October started the big swing down but I think there are a lot of different factors today. Back then there was the expectation of continued demand growth for semis driving fab expansion. Today there is a lot of demand and prices jumping with few fabs on the drawing board. Most activity seems to be upgrades of equipment and filling out of existing fabs. I think this cycle has a long time to run and most importantly for Cohu is that the large caps have lead the rally and the small caps in the sector usually come up in the next wave. We could see significant upside from here and earnings significantly higher than even two years ago. Good luck!

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