Cohu, Inc. (COHU) Message Board

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Technology Stocks : Cohu, Inc. (COHU)

COHU 29.36

+0.1%

2:36 PM EST

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To: Henry D who wrote (995)	10/23/1998 7:17:00 AM
From: robert b furman	Read Replies (1) of 7837

Hi Henry just returned from Monaco. Wow am I behind. You are right I am an optimist.Trained at an early age to enjoy negative news and buy at great values (less risky). Micron sold to Intc (was it the 10 % previously mentioned? I see Asyst has popped. Must read this A.M. Thanks for the note. Looks like Delta has Intel amd Micron has Daymarc - No real change except micron has 500 million - thats good! Lets see they have the most efficient manufacturing process - the dollar looks like it has topped and going down , a yen that is showing strength - the Koreans are still in trouble - The Taiwanese seem to have wethered this without a devaluation.My bet is the American/taiwanese will be the strong dogs ; who not only gain market share but enjoy larger margins in the future. We may have seen the bottom here. I guess I don't get any gold stars for market timing or bottom picking.I do have a nicely averaged down porfolio on cohu and that's what I was shooting for.I did'nt mind missing the top 3 points on selling at the top (53-54) I won't mind missing the bottom 2-3 points on the bottom.If this can be accomplished once more over the long term (within my life time)I'll consider myself very lucky. JMHO Now what do you think about that double bottom at 13 in december? Bob

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