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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 143.23-2.9%3:59 PM EST

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To: EACarl who wrote (8128)10/15/1999 3:10:00 AM
From: KLINVESTOR  Read Replies (1) of 10921
 
EACarl,

Agreed 100% that Cohu is the best value and most overlooked company in the entire semi-equip sector! They dominate their sector, have a rock solid balance sheet, incredible earnings growth kicking in right now, and a long-term history demonstrating strong management skills. No serious domestic competition which few others can say. The market will ultimately recognize this hidden value. Patience until then and keep loading up on more Cohu. The fact that the market misprices underlying value is an opportunity. Good look!
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