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Technology Stocks : Cohu, Inc. (COHU)
COHU 28.93+0.9%Feb 5 3:59 PM EST
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To: robert b furman who wrote (966)10/1/1998 1:57:00 PM
From: David Semoreson  Read Replies (1) of 7838
 
I had a conversation with robert on the ADEX thread about my selling COHU. Maurice Green asked me to put it here, so here is the link

Message 5886187

I don't want to be negative about COHU in particular, just having seen many good semi-equip companies now selling below book (at cash, like ASYT, ADEX, BRKS, CFMT) I think that COHU might soon join them .... and the best case is not very good over the next few months, with earnings season and year-end tax selling to come.

Also don't like not understanding the tester-on-chip threat.

Good luck to all,

** David
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