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

To: Henry D who wrote (3137)	7/21/2002 11:52:02 AM
From: robert b furman	Respond to of 7832

Hi Henry,OFF TOPIC SPAM ON MY FAVORITE STOCK - but you asked.gg They have maintained being profitable by H2 - most likely Q4.Q3 would be a surprise.Seasonally a weak quarter-but with sales up 61 % y over Y anything can happen. They are winding down huge R&D investment in a "Low Profile" satellite antenae for SUV's.Their technology is remarkable.They are literally doing things that people just say "I don't think it can work that good". Their low profile antennae will connect under the luggage rack of a SUV.This will enable CNBC viewing as your drive dowwn the road.I can see it as a must for taxi's and limom services. The counterpart for RV's has been the fuel for growth in revenue now for many quarters.Their quality is excellent and the military seems to be coming alive after several years of dormancy. The smart weapons will use their FOGS in the not too distant future. Their Tac NAV FOG is the GPS location system being used by special forces on the ground to call in the strike coordinates. The navugation system determines pecise location.That info with laser targeting determines a targets precise location. The JDAM gets bolted onto a conventional bomb - gets the coordinates put in. Rather than blanket bombing hundrteds of bombs only 1-2 are used and the target gets taken out surgically. They drop a smart bomb from 15 miles out at high altitude and it falls within 30 feet of the coordinated target. B52 bomber stay up in the air and take out multiple targets and it saves money compared to blanket bombing.It also reduces "collateral damage". Without a doubt it is the shape of future military strategies. Brodly labeled "Digital Battlefield". It is a multi Billion Dollar annual market and KVHI is considered standard equipment on a global military perspective. As for price targets : Pardon my dreaming here: Upon profitablility - 20.With the electrical current sensor's project launch,Low profile antennae and Smart JDAM contract thru L-3 I think a run up to 40 with a 2 for 1 split and back to 35 ish. Very similar to what Cohu did in its great growth era. Its just mt dreaming - but I think KVHI has more revenue growth potential than Cohu. KVHI is benefitting from institutional accumulation.I first started buying it when The State of Wisconsin was the only fund holding their stock. It will be fun to watch it develope over the next 2-3 years.I trully believe it will be one of IBD's new leader darlings within 6 months - maybe 12. I think you should consider it as a risky yet safe bet.JMHO Bob