Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.54

-0.9%

Dec 24 12:59 PM EST

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To: Henry D who wrote (2564)	12/22/2001 10:02:01 AM
From: robert b furman	Read Replies (2) of 7827

Hi Henry, Please forgive me. I'm hoping it takes a dip to the mid to low 30's and I cam load up for a long term buy and hold. I've got some tax selling to do on my recent screw up on TQNT and that purchasing power plus this years bonus went to Cohu already and hopefully I'll leverage out on a lowball on AMAT. I got my Intel in Sept 21 so I'm really lucky there.I'm thinking with excess capacity - equipment makers may lag chip makers.If so I get a last minute chance to "margin my but off on a final dip on the premier leader of all equipment makers. Cohu should(from past performance) be a better percentage play.My truck is on it's helper springs already with Cohu.gggg I've accumulated at the bottom what I sold at the top - any leveraging up with paper profits or breakouts and I'll exceed last cycles holding - so diversification is in order. I've just got this funny feeling one of these cycles Cohu is going to morph into a blue chip name. It really is impressive that Cohu is getting such good institutional support here.Although I'm much less comfortable buying in the 18-19's vs 13's,one can't completely ignor the wonderful price support Cohu is recieving from people with billfolds MUCH BIGGER than me.Surfing the coattails of the big boys has become my favorite sport. I paid cash for the last Cohu bought in the 18-19 range - so if it does go down on another bottoming cycle - I'll leverage that stock into a margin in Amat. Margining into Amat and retaining my Intel will give me liquidity if I need to unmargin - darn I hate to even think of that stress.It scares up memories of Capitulations past.hehehehe I lost my previous position of Intel back in 99 when I got scared off on a selloff - trying to reduce margin.I was younger then and going for it all or nothing.Marginned to the max and lost sleep to prove it.gg That was the time my dentist told me I was grinding my teeth- can you imagine - I was living a stressful lifestyle. I've sworn off that stuff - but I might just take a short trip to snag some Amat if we came close to another vix spike and put/call ratio spike.I would do it with a mental stop loss and Mr market would have to feed me someone elses sell "at the market" lowball. Oh well a guy's got to have a dream and a plan. Jan and I wish the very best of Holiday seasons to all the great minds on this thread.We'll be flying to Chicago this Morning.Later a drive to the cold winterland of Wisconsin. So MERRY CHRISTMAS TO ALL !!! - I'll check in with borrowed slow computers for the next 10 days. Bob and Jan Furman

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