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

To: Proud_Infidel who wrote (2521)	12/10/2001 5:39:27 PM
From: robert b furman	Read Replies (2) \| Respond to of 7827

Hi Brian, If I recall that marks the third of forth sequential improvement of orders. Assuming a 30 day turn for manufacturing that means shipments will have gone up for 2-3 months. That's about what it takes for semi equipment orders to BEGIN an uptick in orders. GULP - HOLD MY BREATH and BELIEVE. I think we're turning the corner right now. Those who wanted to low ball the stocks based on 98 trough evaluations need to get with a purchase plan during any weakness or they'll be on the outside looking in - without. Worse than that,if we get a Santa Clause Rally after the fed signals the bottom is in or a January effect - They'll be chasin stocks up. I think chasin a stock up is about the most thing I hate doing. I'm much more comfortable adding to and only tweaking my average up a little. Chasing a stock up with out an anchor holding is scary stuff that keeps me up at night. When this rally gets in gear and buy the dip becomes just another way of making the trend your friend - I'm planning on sleeping real good. hehehehe Great to hear from you - thanks for the post. Bob This thread is warming up to some great post - thanks to all.