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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.32+1.2%Nov 28 9:30 AM EST
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To: hamsandwich who wrote (2888)5/7/2002 11:17:18 AM
From: robert b furman  Read Replies (1) of 7827
 
Hi Ham,

Thanks for your kind word - before you get too impressed - I also own Oracle-erg

Cohu is my favorite - I have a core holding and then attempt to learn short term trading.It usually is where my losses are.

I really like Cohu the company and justify nimble trades in an effort to make scalps and preserve capital in the effort to accumulate more. Just greedy and compulsive.

Actually I had hoped for a better earnings/backlog.Alas Cohu is stuck with desirable equipment that is stuck in a lack of Capex.They will do better than most - but it still is not vibrant.

I have scar tissue in my memory banks remembering the dog days of summer.I had "added to" before earnings and this pumped up my margin.IF the summer brings doubts about the semi's - I want to be in a position to buy the dip - better yet get some below 20 on a capitulation selloff.

That may happen or not - either way I have a great position for the long term - and I'm sleeping a little better.

I also think Intel has a chance of getting to 20-23.5.This is a great stock that often moves in tandem with Cohu but provides liquidity(better for quick trades).

I'm watching with great interest if this dip/plateau reoccurs.If so I can get more shares for the same margin.The closer we get to Q3 and Q4 the better the chance for Cohu to get back in the black and then we'll work on that 2 for 1 split.

Long the core and playing around the edges - if you see me being successful - it is luck.

At least that is what my track record indicates.

Bob
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