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

To: KLINVESTOR who wrote (1359)	8/20/1999 3:47:00 AM
From: Henry D	Read Replies (1) \| Respond to of 7826

Klinvestor, the last several weeks i have sold most of my COHU, both intentionally and via stop losses. got stopped out today in the morning. rotten timing considering the after market stock split announcement! but i am somewhat glad i am locking in profits. i believe new orders will flatten out the next few months, can't see another 60% jump in new orders. look what happened to AMAT, great earnings and margins, but just the thought of slowing growth got its butt kicked lately. i know COHU is worth $50 easily but the street doesnt. i can see COHU beat 3rd Q estimates by a mile but their backlog growth might start slowing. that slowing will get our butt kicked too (or at best, a trading range in stock price). i still hold a small position left. it seems like most of the upside potential is gone in the semi sector. good luck Off Topic: what do you think of shorting MU if it tops 80+, seems overvalued.