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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.63+3.6%Nov 25 3:59 PM EST

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To: robert b furman who wrote (1535)10/19/1999 12:19:00 AM
From: Henry D  Read Replies (1) of 7827
 
Robert,

i use IBD too but be careful. i have seen the semi equip group go from top 10 industry groups down to 190's and back again. in retrospect, the best time to buy is when the semi equip are down in the 190's like last fall and sell when its been hanging in the top 10 for "too long". buy low and sell high works really well for cyclical industries.

i suspect that the semi manufacturers stocks are getting "tired", they been in the top 10 for a while. i wouldnt be surprised to see them start slipping out of the top 10 while the semi equipment break into the top ten, hang there a while, then follow the semi manufacturers down.

currently, i hold no semi manufacturers or equip stocks, took my profits and ran. we jump back in later.

good luck on investing and your marathons
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