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

To: robert b furman who wrote (4988)	7/22/2010 12:20:48 AM
From: Jeffry K. Smith	Respond to of 7827

Bob, "My hope is build cash and consolidate the market even more. Then vrgy or Amat get to bid up the tender price." Are you saying that at some point you expect VRGY or AMAT to make an offer for COHU? What must happen before such an event, in your opinion? Thank you.

To: robert b furman who wrote (4988)	7/22/2010 12:33:52 AM
From: Gottfried	Read Replies (2) \| Respond to of 7827

Bob, I updated the SEMI bookings with COHU price chart. Usually price peaks a few months before bookings peak. Unless it's different this time, we have seen the peak [assuming the bookings peak it just a few months away]. Incredible. That's why I trade more and more. I can't afford to hold for years only to be disappointed by the price action. I have only AMAT but its chart will look similar PS: SEMI bookings are for N.A. companies only - as you know. COHU price is monthly and therefore the high or low could have occurred on any day of the month i105.photobucket.com