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

To: w0z who wrote (1333)	7/20/1999 5:47:00 PM
From: David Rosenthal	Read Replies (1) \| Respond to of 7827

Bill, Starting to wonder if Cohu will be valued higher much this go-round. Real earnings and orders did not produce much of a kick. Now, as the rest of this overpriced sector starts to correct, so does Cohu. TER's orders looking good. Dave

To: w0z who wrote (1333)	7/20/1999 9:00:00 PM
From: KLINVESTOR	Respond to of 7827

Bill, Your post is spot on with respect to comparing Cohu vs Ter. Price disparities do not correct overnite so I would expect Cohu to continue to move up strongly and Ter to flatten out. Cohu at $41 per share vs Ter at $69 is totally illogical but that is what makes a buying opportunity. Next quarters earnings comparison will be really interesting. I doubt if Ter will hit 60 cents and Cohu will probably exceed 80 cents. I personally think we will see a much longer bullish cycle for this sector than we saw in 1997 so the earnings for Cohu will most certainly blow past the old high. Good luck!