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

To: Nutty Buddy who wrote (2691)	2/17/2002 1:28:13 PM
From: robert b furman	Read Replies (3) \| Respond to of 7827

Hi NB, Oh NO - You know Brainard too !!! This is hard on your credibility.gggg That's great - thanks for the consideration. Since the population of stocks you watch is considerably bigger than mine, do you have a feel for this markets return being more concentrated in the small/cap mid cap arena. Just a hunch here,but I always thought the final leg of a market would be the small caps.It seems this last run up was so .com dominated that many small caps were left out. Over the year my retirement fund has been 100 % put in Russel 2000. I've been relatively relieved with its resilience. Stocks like Cohu,Klic,Atrm,Gems seem to come up on your scans and some are surprising while others are reinforcing. Your charts make for great reads and I'm continually appreciative that you choose to be so generous with your regular posting. I'm gonna have to give Brainard a harassing post.gggg Thanks again. Cohu looks too good - imminent reversal or breakout to the 23 1/2 for a final 5-10% handle. Fingers crossed for the latter - but I'd love to buy some more in the 18-19 range. Bob

To: Nutty Buddy who wrote (2691)	2/21/2002 5:59:39 PM
From: Christopher Brainard	Read Replies (1) \| Respond to of 7827

Hi Buddy, After what has happened to SBSE and our now dead friend QUST, I am please to hear you refer to me as "friend"! I am here at COHU too, not nearly as big as Bob "Mr COHU" Furman. My big bet in the sector is INTT. So far not the best pick, but with their customer list (A,TER,LTXX) and 50% or better market share in their markets INTT could be the best bargain in the sector at this point. The market action on COHU has been really impressive the past couple of days. Nice to see one of the "good guys" doing well. Take care and keep up the good work! Chris ...