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

To: Gottfried who wrote (2913)	5/11/2002 10:04:01 AM
From: robert b furman	Read Replies (1) \| Respond to of 7827

Hi G, That is an excellent read. Hit me right between the eyes "I rather lose opportunity than lose Money. It was a time to be careful as theat 97 rally failed and resulted in a horrible 98 shake out.Darn near killed me. I see Semi are declining now - back then they got to between 10 and 20. Fridays drop is a good start.I'm thinking we'll see 19-23.I've got Medved reloaded and will learn to watch that RT. We're setting up for a great opportunity.This will require patience.The longer this correction/shakeout takes the more we set up for a stronger rise in the future. As time progresses more inventory gets worked down and future demand for inventory replentishment will become more widespread.If you want to get carried away - even telecom will get better. It is important to keep the big picture in mind - Global Telecom purchases for 02 will exceed 200 billion dollars.That's enough to make money some where.gg As we take more time for the build up to evovle,we will turn to higher tech chips replacing the older tech and upgrades will continue as laggards are forced to get with the evolution to .13 linewidths and smaller,low k dialectric, and 300mm. Still waiting for the best timer yet vix spike and put/call ratio. Bob Thanks for the good read.