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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: geoffrey Wren who wrote (7989)	7/15/1999 9:57:00 PM
From: Longball	Respond to of 10921

with others selling at 6 to 9 times sales. ASMI is less than 1 X. They could easily earn over $1.00 in 2000. Buy now for a run past $20.00. (It's been there a couple times before)

To: geoffrey Wren who wrote (7989)	7/16/1999 5:46:00 AM
From: KLINVESTOR	Respond to of 10921

Geoffrey, The earnings release by Cohu was amazing! Analyst estimates of 26 cents and they make 48 cents. That is 10 cents better than Teradyne estimates and Cohu trades a half the price of Teradyne. Cohu represents a real bargain in the semi-equip sector! Fridays stock price activity will be interesting. Hopefully it will start closing the gap with Teradyne which releases earnings next week. Cohu's book to bill was over 1.4 so the second half of the year looks great. Good luck!