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: robert b furman who wrote (2977)	6/4/2002 8:49:39 PM
From: Berk	Read Replies (2) of 7827

I admit to being torn here between a feeling that "the bottom is in" and "there's one more leg down." I have been buying ALTR and XLNX over the past two days in addition to COHU. ALTR and XLNX look like classic high volume bottoms whereas the semi capex stocks are "iffy." I am long AMAT, COHU and NVLS but could see all of them go 10% lower; same with CYMI and two semi's: LLTC and MXIM. It may well be that the market pops for one or two days and then goes south again. By the way I debated selling my COHU the day before yesterday when it closed at 24.5 and your post that you had sold yours pushed me over the edge and I sold at the opening yesterday and bought back later. Thanks for the shove!

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