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Technology Stocks : Cohu, Inc. (COHU)
COHU 22.13+3.4%3:59 PM EST

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To: EACarl who wrote (1225)2/27/1999 8:47:00 PM
From: Henry D  Read Replies (1) of 7826
 
EACARL,
I nibbled some shares of AMAT, TER, ESIO, ASYT though i expect the downturn to continue for a few more weeks. COHU is my largest holding so i will wait until 20 before i have a major load up.
Also eyeing NVLS,KLIC,KLAC, and VECO. will nibble some more over the next few weeks.

I think this is just a correction not the end of the upturn. Next few weeks will be a buying opportunity. Distressing is the AD Line.

Hopefully the Schroeder conference attract some institutional money into COHU next month.
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