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

To: Christopher Brainard who wrote (2063)	7/24/2000 6:00:08 PM
From: Mani1	Read Replies (1) \| Respond to of 7837

TXN reported "good" earnings, forecasted accelerating growth in its semi sector and said it is increasing its capital spending. Mani

To: Christopher Brainard who wrote (2063)	7/24/2000 6:01:53 PM
From: robert b furman	Read Replies (1) \| Respond to of 7837

Hi Chris I'm not so sure I like the Company. You know I don't specifically recall what turned the numbers.I do remember that some past quarters were sell the news followed by the rally. Actually I was surprised with the nice rally we had 3 weeks ago.This is just a double bottom test with the naz actually firming up quite nicely.Sbse has had a really decent almost unobservable climb. I may have jumped the gun ,but I bot another 500 shares ofn Intest today at 15 3/4 - sort of surprised my gtc order clicked off. Is the dog and pony show going to take place soon. I thought the annual statement was really well written and I like the attitude of management.I'm thinking this is a deal in the 15-14 range - are you still working out with the CFO. I'm thinking the longer the stall in prices the better the next up leg will be.It is beginning to look like reaccumulation is occurring in particular Sbse, and Intest had such violent downtrends and Cohu is the Chinese water torture version of the same thing. In between the naz 100 has set new highs - due for some retracement.The russell 2000 looks good - support around 520-525. I just think it's long term investing time and the easy part of making money in the market is over. Now success goes to the patient value tech growth investor - see how easy it is. Business is good and getting better. Bob