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Technology Stocks : Cohu, Inc. (COHU) -- Ignore unavailable to you. Want to Upgrade?


To: w0z who wrote (1324)7/16/1999 10:54:00 AM
From: Henry D  Respond to of 7825
 
Bill,

what i am concern about is if COHU is too efficient in processing new orders and new orders growth slows even a little and backlog starts to plateau or show a decrease. I was a ESIO shareholder til a few days ago. they beat estimates but backlog dipped just by a measley 1 million...i sold out next day and glad i did...wall street didnt like it either...dont get me wrong i think ESIO has great management and marketshare and margins will be improving...luckily i used my ESIO $ to buy more COHU on thursday! ;-)

thanks for your response