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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.47-0.1%Dec 29 3:59 PM EST

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To: Chris Nevil who wrote (1850)4/3/2000 6:28:00 PM
From: robert b furman  Read Replies (1) of 7827
 
Hi Chris,

I've been posting my trades even if they're clever or terrible.It is simply the documented truth.I hope they are profitable and perhaps helpful to others.

I have been doing this for over two years.I've found the support and opinions on this thread to be very valuable.

Just for the record, I think these very volatile markets are signs of topping distribution. To that degree they are more crap shoots and guesses as to where the stock gets support.

These swings can be wild both up and down.I have no dreams of these being long term holds. The last time I caught the bottom at 35 (it was a lucky guess as I had a GTC order in 3 weeks before)and sold it 4 days later @ 43 - that's right I left 6 points on the table. I was just glad to snag 8 points in only 4 days.I liked it so much I rolled the dice with 3000 shares instead of 5000.I diversified to Nvls at 50 today and am currently suffering from a 3 1/2 point haircut. My other stocks I bot today were KVHI @ 6 1/2 and I also own some Sbse.

I think this msft thing is a no brainer.It has absolutely nothing to do with the profitability of Cohu making test-handlers.Once we get thru the pre-announcement jitters and Semi equip cos.are no longer lost in the clutter of "Tech Stocks".That is, people realise that these conservative businesses are making serious money providing machines required to satisfy a mega trend of MORE and MORE chips being required in our future tomorrows.

I think we pop up tomorrow in the A.M. gulp

Bob
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