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


To: robert b furman who wrote (2611)1/17/2002 12:13:11 PM
From: Henry D  Respond to of 7827
 
Bob,

hope volume remains lite on these down days. did u see what happened to TER and KLIC??? TER been beaten like a dog for the last 2 days big time. KLIC missed loss per share is hurting it( might get a chance to buy back my KLIC i sold at 17.50 cheaper now). i dont expect COHU to have any upward surprise earnings or forward guidance based on these other 2 back end companies recent result.

Henry



To: robert b furman who wrote (2611)1/18/2002 10:24:33 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 7827
 
Thinking of taking a position on margin down here. COHU is nearing its 52 week low, interest rates are very low and possibly going lower. The risk of a few point decline is less than the risk of an upward surge as we move out of earnings season IMHO. But I am reluctant to put any margin power to use given the fact that the economy has been languishing longer than even I had expected. I do not believe we will see 16 or lower but have been wrong all too consistently over the past two years.

Any thoughts?

TIA

Brian