Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 25.16

+0.7%

Dec 8 3:59 PM EST

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To: Berk who wrote (2833)	4/18/2002 6:24:51 AM
From: robert b furman	Read Replies (2) of 7827

Hi Dick, Thanks - I think it is key to remember that this company builds testhandlers that are the fastest and best in the world. They uniquely have learned how to cool chips that generate heat during this testing. As chips operate at higher frequencies with smaller line widths they require more cooling. Cohu is in a sweet spot much like Nvls and copper.The long term story is one of great profitability and growth. Although at a nice new range of price - Cohu has consistently shown itself to be a stock of great financial strength and earnings capability. In this world of fast trading and scalps being announced amongst our internet friends,I still believe that true long term wealth is best achieved by positional holds that once again will overvalue Cohu - and it won't top out at 30. Any dip in price will be on light volume and lead to a blowoff top.This top is a long way off.I think we'll get another 2 for 1 stock split and hopefully a big fat premium merger price with a blue chip semi equipment company. Over the years these guys have kept the company at the leading edge of their niche.As their niche grows in significance -they will be supremely rewarded. JMHO Bob

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