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Technology Stocks : Cohu, Inc. (COHU)
COHU 25.35+0.7%Dec 10 3:59 PM EST

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To: FJB who wrote (1523)10/15/1999 7:11:00 PM
From: robert b furman  Read Replies (1) of 7827
 
Cohu is a great creator of wealth.They do what they do very well.It is their focus to stay there.They are conservative and do not sell the sizzle . They just build and reinvent the world's best testhandlers.

Don't get disgusted with their lack of hype.When their sector tops out - Cohu will have a pe of 28-30.With the earnings power this little company packs we will all be rewarded.Enjoy the discount during these dips.Have confidence that the growth in Cohu's backlog WILL result in strong powerful earnings.

HOLD WITH CONFIDENCE

I thought the price action was strong today. It is a shame we didn't get a pop and a spike.I guess the strong earnings prevented larger negative price swings from occurring.

Our investment is now just a little longer in term.Patience is a virtue.

Bob
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