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

To: robert b furman who wrote (3199)	7/30/2002 10:33:45 AM
From: Gottfried	Read Replies (1) \| Respond to of 7848

Bob, $SOX up over 1% now and several other equips up as well. I read a couple of reasonable broker reports on the sector. [Soundview, GS]. Consensus is valuation is now OK [maybe] and bookings may go sideways [or slow or increase very little] for a few months, then increase again. A year ago I expected the cycle to be over by now. Since the bookings bottom was so prolonged, I wonder if the rise to the top will be protracted, too. Anyway, I expect doubles from here by YE'03. More than that will be a gift. Gottfried