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Technology Stocks : Cohu, Inc. (COHU)
COHU 21.45+0.2%9:34 AM EST

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To: w0z who wrote (1494)10/14/1999 12:59:00 PM
From: Mani1  Read Replies (1) of 7826
 
Bill Re <<Back-end book-to-bill has remained high...around 1.3 I>>

No, that is not correct.

BTB has been dropping for 3 months now, but I expect that to stop going forward. That is why I bought in.

geocities.com

IMO Cohu is the best value in this sector, but I do not expect it to ever trade in parity with TER or similarly large semi company. Cohu, none the less, is my pick for this sector. I hope we get some good earnings in few hours :)

Mani
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