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

To: robert b furman who wrote (2673)	2/4/2002 6:15:15 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 7827

Bob, This Enron contagion is the best thing that can happen to the overall market. Business leaders that are straight arrows - disclose all and don't hide a thing are what this market needs more of. These ere the companies that NEED to get Higher Multiples - when the market ignores conservative value over deceipt and rampant speculation - somebody / stock needs to get crushed. This assures that the market assigns equity capital in the most efficient way. THAT IS A GOOD THING. Well said again. Many of the cos in this sector have similarly excellent balance sheets- one reason I have NEVER wavered when making additional purchases and do not care if I am not diversified. Diversifying into cos. like ENE can kill you financially; and diversification, simply for the sake of diversification, is a ludicrous idea espoused by people who have an agenda of their own, namely, to make money off of us. When the Enron dust finally clears, cos. like COHU are poised to become the new momentum stocks. When pseudo-metrics like eyeball-counts no longer matter and cash does, combined with improving sector fundamentals from underinvestment by many semis, this sector should rocket.....the stars are aligning as we speak:-) Brian