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Technology Stocks : Cohu, Inc. (COHU)
COHU 24.32+1.2%Nov 28 9:30 AM EST

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To: Henry D who wrote (1259)4/23/1999 2:28:00 AM
From: Mr. Sunshine  Read Replies (1) of 7827
 
Henry,

LOL, the annual report is still the boring blue. However (drum roll please) Schwan's picture is in color!!! So are pictures of the Castle Logic Handler and a Traffic Management Camera & Control System.

I am somewhat of a renegade for a 90's investor -- I actually like dividends!!! Too many things can go wrong for any technology company. We could lose everything at anytime (not likely, but possible). Once distributed, dividends are something that cannot be taken away, no matter what misfortunes befall the business. As for taxes, they do not concern me. I have a large margin account, with all the interest tax deductible, so taxes on my dividends are offset by the tax deductible margin interest. (My accountant says it legal...;-))

I am balancing my high tech stocks with high dividend paying value stocks, especially REITS which are very out of favor. They are paying 10-15% dividends! Many of them are selling for below book value. I believe Real Estate will continue to appreciate, and while I wait for that appreciation I can sit back and make a great return just on the dividends!

COHU gives a little of all worlds - a value and high tech play with a small bonus dividend.

Enjoying Life,

Steve
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