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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%4:00 PM EST
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To: Donald Wennerstrom who wrote (30716)5/29/2006 1:23:26 PM
From: robert b furman  Read Replies (1) of 95405
 
Hi Don,

Thanks,

Although Cohu has had a nice pop here,I can't help but wonder if a double bottom is needed to be sure this is a reversal.

In the back of my mind,I wonder is a bottom can really be considered in until Intel gives us some leadership.

I still remember the fear Cohu gave me when both Intel Nad Amat gave us leadership as Cohu continued to shake out and make a final bottom about 7-8 trading days later.

I've some dry powder left,but only for a final shakeout and at what must be a great value.

Looks to me like a lot of the past leaders have had sert backs such that new highs are wishful and will hold late comers for a breakeven.

These tempting and wishful new highs will go sideways for quite some time.

During this topping out,I'm looking and hopeful of a rotation into tech.

As I know all of us here have long waited for during the many false tops put in over the last 5-6 years.

Thanks fore your steadiness and great charts.

Bob
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