Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 23.52

+0.9%

Dec 19 9:30 AM EST

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To: Proud_Infidel who wrote (2674)	2/4/2002 6:25:42 PM
From: robert b furman	Read Replies (3) of 7827

Hi Brian, EXACTOMUNDO !!! I really like William O'Neille's way of looking at it. Don't diversify - get you a few great stocks and add to if they are working for you. Perhaps the cyclical nature of the semi's is why I like this sector so much i(in that it allows one to recover if you miss a top every 3-4 years).Not only that, but their balance sheets are like rocks - they have to be to make it thru the next trough. Perhaps "one more new found plus" about this sector is the straight up way they must run the ship.With major declines that result from the peaks and valleys - they can't hide stuff or they'd be in court or JAIL. Bob

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