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

To: hamsandwich who wrote (2059)	7/23/2000 9:10:25 PM
From: Henry D	Read Replies (1) \| Respond to of 7837

COHU is listed as part of the Defense Index in IBD's Big Picture section...along with biggies like general dynamics, northrop gruman, lockheed, etc. How strange?!?! COHU price action has disappointed me. can you imagine what would happen to the price when the semiconductor cycle actually peaks and we start on a downcycle?

To: hamsandwich who wrote (2059)	7/24/2000 9:17:28 AM
From: robert b furman	Read Replies (1) \| Respond to of 7837

IMHO, This order/payment issue is providing an overblown fear ,that can best be described as an oustanding purchase opportunity ( at a discounted price). Don't get me wrong,this issue needs to be resolved.Cohu's customer base is not that large and this 24.1 million of Summit testhandlers is significant.At this point in time you just have to KNOW that pressure within Cohu to execute is huge. That being the case - I fall back on their track record and believe - This TOO SHALL PASS ! When it does we'll be glad we bought during the firesale. Bob