SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Cohu, Inc. (COHU)
COHU 23.26-2.0%Dec 31 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SemiBull who wrote (2496)12/3/2001 6:08:57 PM
From: EACarl  Read Replies (1) of 7827
 
Strange.............since things are as bad as they were for the company and sector as in late 1998,
and the stock price is currently TRIPLE what it was then!! Still no signs of life in the "back-end" of
the equip biz. I like COHU the company, but still don't think the stock is a good buy. Every cycle is
different, and now that we are past what was one of the biggest up-cycles, it is possible to have an
extended down-cycle. Even if we do see some incremental improvements, there is no reason to
believe it will be the "V" shaped recovery we all love that gets stock prices moving. In fact one could
argue that the stock price recovery we have seen already has built into it some improved
fundamentals. I'm still watching and trying to learn, and hold just a few shares long in case I'm wrong ;-)

luck to all, Eric.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext