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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.23-1.7%3:59 PM EST

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To: hamsandwich who wrote (2045)7/17/2000 8:01:36 PM
From: robert b furman  Read Replies (1) of 7827
 
Hi Ham,

Kvhi is my long term single biggest holding.I have 30,000 shares - yup bot 10,000 for 15000 bucks.I've been a long time holder of KVHI.I fondly refer to it as my next Cohu.

I took a tour of their headquarters(april of 2000) and was genuinely impressed.I also, many years ago took a tour of Cohu back when their annual sales were less than 50,000.In 1987 I had accumulated 6500 shares at an average of 11.2.That now after splits would be 52000 shares with an average cost per share of $1.42.I remember my first purchase was at the perfect top -it took over two years for me to breakeven.

Both stocks are long term winners.JMHO

P.S. I think KVHI is primed for a breakout with what I hope will be Positive earnings this quarter.My TC2000 shows them ready to bust out and up. When KVHI has sales exceed 200 million we will have a 2 for 1 split/s and capital gains to complain about also. HEHEHEHE JMHO

Their FOG is a work of genius and when all of the applications for motion sensors with no moving parts are discovered they will be a household name(at least for industrial applications)

BOB
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