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

To: robert b furman who wrote (2000)	7/6/2000 9:23:42 AM
From: Logain Ablar	Respond to of 7827

Hi Bob: Any chance of being able to provide us with a link? Also AMAT has an investor conference on the 10th. I expect this to be bullish but Mr. Market may have other ideas. Tim

To: robert b furman who wrote (2000)	7/6/2000 9:57:18 AM
From: Berk	Respond to of 7827

Bob, thanks for the information. Like you I believe Cohu and the other semi capex stocks are very cheap here.However, yesterday's action in the sector shows how nervous the investors in the group are. If the cycle is quite long this time, we may be in for quite a roller coaster ride over the next six to twelve months as waves of pessimism and optimism run rampant. If you look at the history of Compact over the past 10-15 years, it might give us a preview of what to expect: good long term growth but the sellers were always quick to discount a disaster around the corner.