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

To: robert b furman who wrote (966)10/1/1998 1:57:00 PM
From: David Semoreson  Read Replies (1) | Respond to of 7838
 
I had a conversation with robert on the ADEX thread about my selling COHU. Maurice Green asked me to put it here, so here is the link

Message 5886187

I don't want to be negative about COHU in particular, just having seen many good semi-equip companies now selling below book (at cash, like ASYT, ADEX, BRKS, CFMT) I think that COHU might soon join them .... and the best case is not very good over the next few months, with earnings season and year-end tax selling to come.

Also don't like not understanding the tester-on-chip threat.

Good luck to all,

** David



To: robert b furman who wrote (966)10/1/1998 3:26:00 PM
From: Henry D  Respond to of 7838
 
Robert,

My limit order has been executed this morning, nibbled a few more shares at 16. But I do expect a retest of 14-15 this month or early December. Will try to nibble some at 15 at those points. I will wait for a uptick in b2b before i take a big bite of COHU.

I read your post on TA for COHU. is this based on the 1996 slow down or is it based ALSO on the slumps before that?

Arent you glad you got out of ASEC?



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