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

To: Proud_Infidel who wrote (2846)	4/23/2002 7:40:10 PM
From: robert b furman	Respond to of 7827

Hi Brian, This is significant. Sequential months improving,then BtB over 1:1,then that 10-15 % growth. Now what we need tomorrow is a surprise level of profitability at a reduced level of production. This and a continued building of an expanding backlog will ultimately result in multiple expansion. The bottom is in and upward consolidations steps with opportunistic buying on shakeouts will SOON reward us. This concern about a slow recovery is being universallt glossed over.Slow recovery is after all exactly what the fed wanted. Fast recovery willa ssuredly result in a faster response from the fed(increased interest rates).The slower the recovery the better.The more gradual technology advanced will be justifiable. This is the ideal environment for equity valuations to be maximized. Lookin GOOD Bob