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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.11-1.4%3:59 PM EST

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To: robert b furman who wrote (7326)3/29/2022 10:06:42 AM
From: bearshark  Read Replies (1) of 7825
 
Bob:

I went back in the Brown chapter that I noted and couldn't find the thing I remembered. It must be in the book somewhere else.

I switched to buying COHU for the long term to as late as 2024 to 2026. There will be a huge chip plant built in Ohio now to go with those mentioned in Arizona. Groundbreaking in Ohio is this year and delivery in 2024 or 2026. Then there is another scheduled to be built in Europe, maybe Germany.

There is legislation that wil be signed shortly with another $52 billion for chip manufacturing too.

I am using my tax account for COHU long term. The last time I checked COHU this morning COHU is leading AMAT, and KLIC by % gain.
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