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


To: robert b furman who wrote (2065)7/24/2000 7:53:18 PM
From: Christopher Brainard  Read Replies (2) | Respond to of 7837
 
Hey Bob,

Thanks for your reply. If you recall the details that caused the last industry turn, let us all know.

Nice point about SBSE and INTT vs COHU. With SBS and inTest the drop was over before you could worry or do anything about it. With COHU, it has been chinese water torture!

inTest management has been on their road show for the past two weeks. Hugh has not been at the gym or in town for quite a while. As of yesterday TC2000 was looking good for inTest. I wish more people would have taken notice of the increased bookings at inTest. If inTest was TER, the glass would now be half full for sure and the equipment stocks would be flying. Based on their Q2 bookings, INTT will have a gap up EPS quarter in Q3. I will learn more when I attend the annual meeting next week.

I hope the good news within the INTT earnings report will carry through to COHU. After all, it is INTT equipment that brings TER testers and COHU handlers together. Hard to think that inTest can be doing well while COHU is struggling.

Hang in there, time to take a break from the day to day watching now. Our bets are placed, good purchase today of INTT at $15.75. My boat is full, but at these prices I might just temp maximum capacity.

CEB