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


To: Gottfried who wrote (4991)7/22/2010 1:41:32 AM
From: EACarl  Respond to of 7827
 
RE "That's why I trade more and more. I can't afford to hold for years only to be disappointed by the price action."

You've summed up my life. ;-)



To: Gottfried who wrote (4991)7/22/2010 9:23:50 AM
From: robert b furman1 Recommendation  Read Replies (1) | Respond to of 7827
 
Hi G,

Let me just say "THANK YOU" for the Cohu chart.

Seems like it is Cohu making it to the big time.<smile>

I'm going out on a limb here and going to say that peak is a looong way off.

This stock in my humble opinion is one that is worth the buy and hold pain.

The longer the lag the higher the price.

This stock will prove that one more time.

They are on the leading edge of test equipment that is unit driven more than technology.

PC cycles have in the past driven their business.PC are growing almost as fast as past peaKS 21 THIS LAST QUARTER.

Add to that the beginning of tablets and explosive growth of smart phones and the unit volume is but beginning.

Intel has yet to ramp for their 1C 3-7 chips for phones.The ramp is only to begin this h per my stockholder meeting observations this May.

This is but the beginning and Cohu can unbelievably be bought only a dollar and change above book where 40 % of book is cash.

This is far from peak and Cohu always shakes befor major rises.

It is unabashedly time to buy!!!

But you all have heard that from me before.<smile>

G, Thank you so much for the special chart.Cohu's 15 % sequential growth from the last quarter and doubling from last year is far from over.Add to that a record backlog in semis and for the company suggests this tiger is well on its way to 100 million per quarter.

A number I've maintained for a long time and have been scoffed at in the past.We'll see who has the last laugh and I'm getting tickled right now.<smile>

Bob