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Strategies & Market Trends : The Art of Investing

PICK 45.42

+0.4%

Nov 19 4:00 PM EST

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To: David Rosenthal who wrote (621)	3/26/1999 5:50:00 PM
From: Sun Tzu	Read Replies (1) of 10603

I am glad you made money. I like Cohu and I think it is one the undervalued stocks in the semicap world (and there are not that many of them). I've stayed out of COHU mostly because I've been busy with other things, but also because it does not have the kind of volume that I like. Still, I am partial to it. Why do you think it moved up so much today? Most semicaps fell. Are they about to release earnings? Also, if you don't mind, I appreciate it if you can make the case for COHU versus other micro-semicaps. What makes them special and what is going to be new this year? Of course if you are too busy to write about it or you just bought them because you like the semicaps, I understand. Thanks, Sun Tzu

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