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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Donald Wennerstrom who wrote (59970)	5/23/2013 7:26:09 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95616

OK, as shown in the last post, CRUS is in last place, down 20.2 percent for the first 4 days of the week. Most of this downturn happened today. The stock had been on an uptrend since the last part of April going from around 18 to 22/23. Today it lost all that gain and went back down to close at 17.76(-19.5%). CRUS released a Form 8-K Filing lowering their gross margin estimate going forward. That had all the analysts taking notice and at least one of them, Oppenheimer, released a review shown in the chart.

To: Donald Wennerstrom who wrote (59970)	5/24/2013 6:41:35 AM
From: robert b furman	Read Replies (1) \| Respond to of 95616

Hi Don, Yes I do like it.<smile> Note to file Cohu has been a huge laggard. Like most stocks in this sector, Cohu is now bumping up against its upper keltner band. A sell signal for any short term trader. Your historical comps on semi equipment book and billing levels surely supports the M & A action that has gone on in this last year. As an industry grows it consolidates many small players and then captures its niche. Intc and Amat have lead the run up and now also have been contained by their upper keltner channel. Here's hoping for consolidation and a sideways building of strength as the global recovery adds to the demand for IC of all kinds. Keep those dividends flowing. I've been hoping for a dip but it seems this market only goes up. I'll take it.LOL Thanks for all you do. Bob