Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.49

-0.3%

Dec 26 9:30 AM EST

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To: Artslaw who wrote (2602)	1/15/2002 7:05:28 PM
From: robert b furman	Read Replies (1) of 7827

Hi Steve, I'd have to be fooling myself not to expect some.It really depends on the level of sellers. Volume has been light with the exception of some block trades- and those were on up days. I'm surprised Intel is also down on afterhours.However I've seen that change after by the next morning.After listening to Barrett on CNBC - I think that might happen tomorrow. Barrett said the 5.4 billion capex planned for 02 gets him the same production that the 7.5 billion bought in 01 - but with the 300 mm wafer.That means the same number of testers from Cohu in 02 as they did in 01.Cohu is Intc's exclusive testhandler for microprocessors any how. The fact that Cohu ships product towards the end of a line being completed and Intel is bringing two 300 mm lines in mid january - they HAD to sell Intc some Summit handlers in the last quarter. So perhaps a panic washout, but I think the stock is in strong hands . Worst case I must be patient - I can do that. I wouldn't be surprised to see it get support at the 50 day moving average @ 19.84 or the 40 @20.00.200 is at 18.71 that should be a rock.So a buck or two - some where in there?? Bob

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