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

To: Artslaw who wrote (3179)7/25/2002 2:11:37 AM
From: Henry D  Read Replies (2) | Respond to of 7827
 
Steve,
i think forward guidance is more important than last quarter earnings. so my take is more negative than neutral unfortunately. glad i written those covered calls last week. looks like semi equip will be in the dog house for a few months or quarters if the analysts are current about a weak second half and first half 2003.

Henry



To: Artslaw who wrote (3179)7/25/2002 9:13:19 AM
From: Berk  Respond to of 7827
 
Steven, these things trade on faith; faith that the news will be good at the top (it was great) and faith that it will be bad at the bottom. The question is, is it bad enough to be the bottom now? Just like the top, we won't know until after the fact.


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