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Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

4:00 PM EST

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To: Donald Wennerstrom who wrote (44827)	7/25/2009 11:56:18 AM
From: robert b furman	Read Replies (1) of 95580

Hi Don, After grimacing these reports,with my favorite stock holding down the cellar,It now miraculously pops up after reporting a large loss. BUT with "the trough has been put in" declared by the CEO. Smaller divisions are strong and expected to be strong next quarter. I'm now having serious thoughts that you and I should have a buy strategy that parallels the Dogs of the Dow. One caveat - they must have no debt and trade over 5. There would be some serious money made over these go no where years. Thnaks for momentarily rosy recap.<smile> Bob P.S. Yes I do still believe Cohu is a screaming value - now that it has regained it old book value!!

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