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

To: Nutty Buddy who wrote (3049)	6/17/2002 5:16:48 AM
From: robert b furman	Read Replies (1) \| Respond to of 7849

Good Morning Buddy, Hey what's a matter - you don't ever sleep?gg I first want to Thank You for your ramblings!Technology is exponential - in that it is more available to the masses than ever before.Economic declines ensure that technology becomes more affordable and therefore justifiable to many more users. These are truisms and I greatly appreciate your "ramblings" during these downturns - as no one brings them out at bottoms. I have really learned to appreciate your Data and in particular I think the break out of the four "Flame" components is very enlightening. I'm thinking we need more time to pass so the moving averages catch up with the price declines we've already seen. Some targets and the thinking behind it: Message 17611710 As we reach our ultimate lows in here - a retest with divergences will prove itself.It will not offer up the perfect low price but it will confirm that substantial buying is going on under the horizon.The time spent going sideways will bring your EMA's in kine with the reversal?? We are close and I suspect that when 50 Day EMA goes below your weekly Macd we'll be there. In checking out % declines and the long term charts - I think we've seen the worst of price deterioration - The biggest ingredient to add to the picture now is "TIME". This bottom must work - It takes "Time to grind out the last weak holders". Thanks for Adding SBSE.I was surprised to see how closely it tracks semi equipment makers cycle.It relly didn't enjoy the higher consolidation level recently enjoyed by the semi equipment stocks. It does enjoy the "No debt" and great technology capabilities features. I guess it's exposure to Communications has kept it down.I'm thinking its diverse product lines will be its redeeming feature. Interesting to note during their last web-cast - They see Semi's (Equipment)coming back first - that viewpoint also was echo'ed by Agilents CFO last week. I really appreciate your work and even more importantly value your perspective in these "Hard to believe" bottoms. Thanks for sharing and I hope to see more of your ramblings - they are after all the truth.<VBG> Bob P.S. you must have something screwed up Orcl @ # 10 ??? You've got to be kidding me - that dog??gg Unbelievable what: no debt, billions in the bank,conservative GAP accounting and .50 EPS during the trough of a technology dip,and this stock gets creamed to below 10.00. I bought it way too early @ 12.00 and 15.00. But I still really like the company and its future. This is trully 02 worst "Fallen Angel" stories. BWDIK Bob