Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Donald Wennerstrom who wrote (59970)	5/24/2013 6:41:35 AM
From: robert b furman	Read Replies (1) of 95616

Hi Don, Yes I do like it.<smile> Note to file Cohu has been a huge laggard. Like most stocks in this sector, Cohu is now bumping up against its upper keltner band. A sell signal for any short term trader. Your historical comps on semi equipment book and billing levels surely supports the M & A action that has gone on in this last year. As an industry grows it consolidates many small players and then captures its niche. Intc and Amat have lead the run up and now also have been contained by their upper keltner channel. Here's hoping for consolidation and a sideways building of strength as the global recovery adds to the demand for IC of all kinds. Keep those dividends flowing. I've been hoping for a dip but it seems this market only goes up. I'll take it.LOL Thanks for all you do. Bob

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