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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.55+1.1%Dec 19 3:59 PM EST
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To: John Cuthbertson who wrote (1900)4/25/2000 5:20:00 PM
From: robert b furman  Read Replies (1) of 7827
 
A general belief in the robust business Cohu serves. Their business model deserves more respect than it gets.
Their management is first rate with the most conservative ,lawsuit avoiding ,Top Rated business principles I've ever been priviledged to know.

Cohu's continued innovation of new designs has simply taken away market share from all other players.Aseco has been bot up by Mcti and Aetium is still wounded.These guys do business with the who's who of global chip builder's.

I still don't think that the market has rewarded Cohu for being the exclusive test handler for ALL Rhambus Dram chip.Rdram will put Cohu into dram testhandling , an are that heretofore has been owned by Advantest.That coupled with the success of the summit will test their production maximum capabilities.In past cycles that has created unreal profits and a pe multiple high of 20 in 95 and 30in 97.

If Cohu can make .75/quarter they are a 60-90 dollar stock.JMHO

In short they are the people I LIKE to have in charge of my money.

I buy them whenever they go on sale.Cohu is a difficult stock to own.It has ownership(individuals not the company) that sometimes I think actually sells off stock to create weakness that ultimately results in better and more purchases at the bottom.JMHO

I also think the NAZ has made a perfect double bottom at what is support.If we catch enough shorts we could well be at new highs quicker than many would guess.This last double shake has strengthened ownership of the float.IMHO

Lat's hope for a continuation up through the overhead resistance at 37-38.

Bob

P.S. Bot another 1000 @ 35 7/8 - I think this market is going to rock.
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