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Technology Stocks : Cohu, Inc. (COHU)
COHU 23.03-0.6%Nov 12 3:59 PM EST
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To: robert b furman who wrote (3142)7/21/2002 1:46:13 PM
From: Henry D  Read Replies (1) of 7822
 
Bob,

glad u r so optimistic. it ugly out there. i know the market is a cycle but what i am worried about is the macro and micro cycles. on the micro cycles, buy semis every 2 to 3 years then sell. that worked great during the bull bubble. but what if this is a secular (long term ) bear?

if people capitulate, will they rush back into stocks? the wounds are still fresh, it might take a while. look at japan.

i think i will start nibbling on KVHI.

hope i am wrong about the secular bear, it hasnt been fun.

Henry
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