Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.75

+0.8%

3:59 PM EST

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To: robert b furman who wrote (2634)	1/29/2002 9:17:44 PM
From: EACarl	Read Replies (1) of 7827

Bob............RE "Remember Q4 of 98 - earnings were horrible but backlogs grew and the prices were on the uptrend after Oct 8th and never looked back." Yes, I remember very well. This downturn is as bad as that one, and most stocks in the sector (including our beloved COHU) are already TRIPLE the price that they were during those late 1998 lows. I still haven't changed my opinion of the past few months, which is that the semi-equips are over valued relative to previous down cycle valuations and relative to the point in the current cycle. I'm holding a small long position for the longer term, and I intend to add to it on weakness. I gotta admit, COHU has held up VERY well. I do not expect any good news with the ER tomorrow. So it will be interesting to see how it reacts. Good luck! Eric

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