Coherent (COHR) : Anyone else holding? Message Board

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Biotech / Medical : Coherent (COHR) : Anyone else holding?

COHR 148.83

-5.0%

10:11 AM EST

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To: Thomas J Pittman who wrote (101)	6/17/1997 9:27:00 PM
From: Jerome	of 788

Hi Tom, Your portfolio is more diversified than mine. For new money would you prefer Atlas Air or Vishay products for the next six months? I own mostly sem-equipment stocks such as COHU, KLIC, AMAT and UTEK I try to trade for a two point spread on ATML, RDRT, NSM, SEG, and MASK. For the next six months my two best bets are KLIC, and COHU in third place would be MASK. Safety is a relative thing in tech stocks. perhaps even an oxymoron. KLIC is KULICKE & SOFA, COHU is COHU, MASK is ALIGN-RITE. All three are predicted to have a great next six months. Cohu was featured in Barrons a few weeks back as a great small cap. Its trading at 32/share and will make more money than Applied Materials this year.I own Applied Materials but believe it is overpriced at anything over 62/share. Sincerely, Jerome

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