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Technology Stocks : NANO
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To: geoffrey Wren who wrote (2256)1/14/2004 8:28:59 PM
From: EACarl  Read Replies (1) of 2272
 
Hi Geoff,

RE "Have you got any buys on any stock now".

Wish you would have asked me a couple weeks ago. ;-)
I've been adding to COHU in the $18's and $19's.
It gets little coverage, but is extremely well run,
and has a solid balance sheet. Earnings should improve
significantly this year, they've positioned themselves
very well for the upturn, and i'm hoping their Jan 28th
CC will give us some better insight to 2004. COHU has
lagged the sector so far this cycle, but that's typical
for them in the semi cycle and in previous cycles they
have played catch-up well. It has performed very well
the last two days while the SOXX has declined.
It sure doesn't trade like NANO, but it wont get beat up
as badly in a downturn either!
Good luck, Eric.
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