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

To: robert b furman who wrote (978)	10/12/1998 4:08:00 PM
From: Henry D	Read Replies (1) \| Respond to of 7837

Bob, keep those margaritas coming...anybody who plays this sector needs them...did you see NVLS, AMAT, KLAC, ETEC today...big gains good volume...i would love to add any of the above to my portfolio if they would go back into the teens (should have bought ETEC at 15 last week, that's a PE of 7!). NVLS had no statement about next quarter visibility. I think TER announces tomorrow, should show us what to expect on COHU for Friday. do you think this rally in the semi equip is really today? or is it the shorts covering themselves along with option expirations this Friday? I am still skeptical and expect more bargain hunting in the near future. the Barron's article this summer with Scott Black and COHU's order book being empty makes me nervous. keep your fingers cross for this Friday.