Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: robert b furman who wrote (2596)	1/13/2002 7:38:37 PM
From: Nutty Buddy	Respond to of 7827

Hey Robert! Bright green flame participants as of the close 1/11: ABF AIRBORNE INC COM ABT ABBOTT LABS COM ABX BARRICK GOLD CORP COM ADI ANALOG DEVICES INC COM AGE EDWARDS A G INC COM AHP AMERICAN HOME PRODS CORP COM ALK ALASKA AIR GROUP INC COM AMSWA AMERICAN SOFTWARE INC CL A AMTD AMERITRADE HLDG CORP CL A AMZN AMAZON COM INC COM AVY AVERY DENNISON CORP COM AXP AMERICAN EXPRESS CO COM BBBY BED BATH & BEYOND INC COM BBY BEST BUY INC COM BMC BMC SOFTWARE INC COM BSC BEAR STEARNS COS INC COM BUD ANHEUSER BUSCH COS INC COM BWA BORG WARNER INC COM CA COMPUTER ASSOCIATE INTL INC COM CAT CATERPILLAR INC COM CC CIRCUIT CITY STORES INC COM CCL CARNIVAL CORP COM CCU CLEAR CHANNEL COMMUNICATIONS COM CD CENDANT CORP COM CDWC CDW COMPUTER CTRS INC COM CEFT CONCORD EFS INC COM COHU COHU INC COM COMS 3COM CORP COM COST COSTCO WHSL CORP NEW COM CPWR COMPUWARE CORP COM CREAF CREATIVE TECHNOLOGY LTD ORD CSCO CISCO SYS INC COM CSX CSX CORP COM DD DU PONT E I DE NEMOURS & CO COM DELL DELL COMPUTER CORP COM DIA DIAMONDS TR UNIT SER 1 DISH ECHOSTAR COMMUN CORP NEW CL A ESST ESS TECHNOLOGY INC COM ET E TRADE GROUP INC COM EY ETHYL CORP COM FDX FEDEX CORP COM FRX FOREST LABS INC COM GPT GREENPOINT FINL CORP COM HD HOME DEPOT INC COM HLT HILTON HOTELS CORP COM HSY HERSHEY FOODS CORP COM IGT INTERNATIONAL GAME TECH COM IM INGRAM MICRO INC CL A IMNX IMMUNEX CORP NEW COM INTC INTEL CORP COM IP INTERNATIONAL PAPER CO COM LSCC LATTICE SEMICONDUCTOR CORP COM LTD LIMITED INC COM LTR LOEWS CORP COM MDT MEDTRONIC INC COM MSFT MICROSOFT CORP COM MXO MAXTOR CORP COM NEW NOVL NOVELL INC COM NSC NORFOLK SOUTHN CORP COM OHP OXFORD HEALTH PLANS INC COM OMC OMNICOM GROUP INC COM ORCL ORACLE CORP COM PPE PARK PL ENTMT CORP COM PSFT PEOPLESOFT INC COM S SEARS ROEBUCK & CO COM SBUX STARBUCKS CORP COM SCH SCHWAB CHARLES CORP NEW COM SE 7-ELEVEN INC COM NEW SEBL SIEBEL SYS INC COM SPY SPDR TR UNIT SER 1 SYY SYSCO CORP COM T AT&T CORP COM TECD TECH DATA CORP COM TGT TARGET CORP COM TRAC TRACK DATA CORP COM VIA B VIACOM INC CL B WDC WESTERN DIGITAL CORP COM WM WASHINGTON MUT INC COM WMI WASTE MGMT INC DEL COM X UNITED STATES STL CORP NEW COM XRX XEROX CORP COM YHOO YAHOO INC COM COHU has been in this category consistently since 11/23, INTC since 12/10. AMAT was in the list Monday, Wednesday and Thursday which could be signaling a breakout as it has been gradually rising in the rated trends since 11/12. AMAT: (1st position=MACD rating, 2nd = 50 day SMA direction, 3rd=200 day SMA direction) 11/09/01 --- 11/12/01 +-- 11/13/01 +-- 11/14/01 +-- 11/15/01 +-- 11/16/01 +-- 11/19/01 +-- 11/20/01 +-- 11/21/01 +-- 11/23/01 +-- 11/26/01 ++- 11/27/01 ++- 11/28/01 ++- 11/29/01 ++- 11/30/01 ++- 12/03/01 ++- 12/04/01 +++ 12/05/01 ++- 12/06/01 ++- 12/07/01 ++- 12/10/01 ++- 12/11/01 ++- 12/12/01 ++- 12/13/01 ++- 12/14/01 ++- 12/17/01 ++- 12/18/01 +++ 12/19/01 ++- 12/20/01 ++- 12/21/01 ++- 12/24/01 ++- 12/26/01 ++- 12/27/01 ++- 12/28/01 ++- 12/31/01 ++- 01/02/02 ++- 01/03/02 ++- 01/04/02 ++- 01/07/02 +++ 01/08/02 ++- 01/09/02 +++ 01/10/02 +++ 01/11/02 ++- The market's spike up in volatility was because the market was coming off a very weak holiday week. 5 day and 25 day average volatility is, in fact, trending down on historically low levels. I believe the sellers resolve is weak and the buyers are determining the direction of the market, buying and waiting for pullbacks to buy again. I don't see volatility going much lower. I would like to see a sideways pattern as, has recent history has proven, when the 25 day line makes a definite upward trend, the market heads south. I have actually set up a short term buy/sell indicator for just that occasion and it has proven to be a fairly good. If the 5 day line is trending up faster than the 25 day line, it is considered a sell signal. Three sell signals in a row is what I call a definite sell for short term investments. The opposite would be applied when the 5 day trend is going down faster than the 25 day, a buy signal. This system came up three sells in a row after trading on Friday 1/4. So "IF" I would have anticipated this signal and sold short term investments that Friday afternoon, or better yet, the open the following Monday, I would have faired off better this week. This past Thursday and Friday came up with buy signals. One more to go!!! I'd like to see this system proven wrong and have a sustained up market on rising volatility. Can it happen?? Buddy

To: robert b furman who wrote (2596)	1/14/2002 8:50:01 AM
From: robert b furman	Read Replies (1) \| Respond to of 7827

To all on thread, Well here we are on the first day of earnings season.The good news is Cohu has trended up during the pre-warnings period.This is true of the sector in general.Actually quite impressive. Cohu has the following intermediate plusses going for it: 1)Positive money stream - suggesting more buyers than sellers(and on a nice spike in volume on some days {inst buyers}) 2)Positive On Balance Volume on the increase - bullish as price goes up in concert with OBV. 3)Balance of Power has been substantially improved - suggetsing a change in character - this is a longer term developement 4)Time segmented volume is still positive but has rolled over and has declined for the last two (light volume) days The negatives are: Fast stochastics have rolled over for the last two days also - similar to the above referenced TSV.Slow stochastics are at a crossover right now - it's time for buyers to come in or a negative crossover will occur. In summary the general trend has been good but recent developements suggest a softness if extended could signal an intermediate trend reversal. I'm waiting with baited breath on Intel's earnings due out Tuesday.I'm not alone the market needs this bellweather. With interim weakness suspected, here are some resistance lines to watch for institutional support to come in (block transactions that click thru, but you never see appear on the bid/ask size) : Moving averages: 10d-simple - 21.13 20d-simple - 20.45 40d-simple - 20.00 50d- expo - 19.84 50d-simple - 19.68 200d simple and expo 18.71 In past short term down cycles - the 50 days were where support came in ( +/- .10). If Intel annonunces positive news AND responds in price appreciation - buyers will be glad they made "the buy on the dip". Since Cohu doesn't announce until Jan 30th 2:00 pacific time,we've got time to get a read on the sector by watching the markets treatment of Intel(Amat also). A buy below 20 could be the last opportunity if the market believes the turn in demand is at hand.Dan Niles thinks it's so - he just put out a buy on Micron saying real demand is there.Tsmc also announced its 6th month over month increase. So will Mr. Market sell the news,or has the worm turned? Excuse me - I've got to move my truck to the 19.75 chute.This kind of a buy has max damage of 6 points and a dead money freeze of no more than 6 months. I can be patient and love to play this little cranker. Definitely obsessed - but I know it and like it.hehehehe Hope that helps all get a deal and make some long term money. Bob