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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.51-1.0%10:12 AM EST

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To: Proud_Infidel who wrote (2640)1/29/2002 10:57:49 AM
From: robert b furman  Read Replies (2) of 7827
 
Hi Brian,

Welcome aboard.I'm glad to have your view as we ride this train - soon we'll be able to upgrade to first class.

This little block of conservative equity has yet to see it's products be surpassed by anyone.

They have a track record of staying at the leading edge of technology as they invent it.They also have all the resources necessary to insure their lead.

Our greatest challenge will be anticipating the next cycles top and selling out BEFORE it is apparent.

My greatest fear with this stock is a merger.I have no doubt the merger will occur and it will be at a great value.The greatest loss of losing this gem on a merger is the repeat cycles that occur with a nice faster frequency will be in a name I'll have less confidence in.

Cohu is in my way of looking the best and easiest play in all of the semi world.

I'm not smart enough to know which chip will be successful or best - I just know they all need to be tested.There's where Cohu comes in - all the time.

Welcome

Bob
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