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

To: SemiBull who wrote (2496)	12/3/2001 5:23:24 PM
From: geoffrey Wren	Respond to of 7827

Don't understand the upgrade. Sure, Cohu is a finely-run company, and is first in their little niche, but the semi-conductor equipment sector is sure in the dumps now, and looks like it will stay there for some time. Anyone have access to a report explaining this upgrade?

To: SemiBull who wrote (2496)	12/3/2001 6:08:57 PM
From: EACarl	Read Replies (1) \| Respond to of 7827

Strange.............since things are as bad as they were for the company and sector as in late 1998, and the stock price is currently TRIPLE what it was then!! Still no signs of life in the "back-end" of the equip biz. I like COHU the company, but still don't think the stock is a good buy. Every cycle is different, and now that we are past what was one of the biggest up-cycles, it is possible to have an extended down-cycle. Even if we do see some incremental improvements, there is no reason to believe it will be the "V" shaped recovery we all love that gets stock prices moving. In fact one could argue that the stock price recovery we have seen already has built into it some improved fundamentals. I'm still watching and trying to learn, and hold just a few shares long in case I'm wrong ;-) luck to all, Eric.