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Technology Stocks : Cohu, Inc. (COHU)
COHU 28.10+0.9%Jan 14 3:59 PM EST

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To: Henry D who wrote (2790)4/5/2002 6:36:53 AM
From: robert b furman  Read Replies (1) of 7827
 
Hi Henry,

I think Amat will provide leadership up in the future.

But like you - I'm heavy into this sector.

I've been buying sold off sectors:

Software - Oracle - a deal at low 12's
EMS - Solectron and little known SBSE ( depressed as they're into internet backbone -advanced networks).They already have many design wins regarding the net's next wave - when advanced networks once again get built.The next wave will be audio over voice.The next Killer ap will be looking at you as we talk over the net.

Better things will evolve that will make us wonder how we lived without the net.gg

I like how Cohu is acting - big volume and hanging in there as far as price is concerned.I think we're setting up for popping thru 30 over the next 15 trade days or so.

Bob
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