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Pastimes : From A to Zeev" -- SI Sacks Zeev -- Ignore unavailable to you. Want to Upgrade?

To: space cadet who wrote (519)	10/22/1998 7:09:00 PM
From: David Rosenthal	Respond to of 708

Mr. Cadet, Are there any that still look good to you here, or have they all already gone higher? Pardon me for stepping in. COHU is a back-end semi-equip that has not moved much yet. There is a reason for this. They just announced a real lousy quarter (though still making money). Historically they have done well though the stock seems to lag TER. TER has also entered their market but some of their competitors are sucking wind. At any rate, given that the rest of the sector has moved there may be some sympathy movement due to those feeling they have missed the boat. At least I am playing it that way. Good Luck, Dave

To: space cadet who wrote (519)	10/22/1998 10:01:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 708

Space, actually, the market is not as strong as it seems, there is a dire lack of expansion in the new high list which to me indicates that before the end of the month we are going to retest the low 8000, maybe even a slight breach (to get all the bears back into action). As for the small cap, I would rather go with the "stronger one, and I have listed these before, like CCRD (it is getting back into my buying range of the high 20' to low 30'), XIRC which I sold earlier this week, and would jump back in if it retreated to the 22 to 24 range, HAUP, which I think could go back down to the mid to low 5', ASND where it is right now in the 41 to 43 range. If you are lucky and can get some CSCO in the mid 40' on the next decline, or RMBS in the low 50', I like these as well. I also like INTC on a retrenchment to the low 70, even IBM looks pretty good. AMD where it is. Some of the other one I liked last week when the feds moved have run too much (MER, CCI, CYMI and FAMCK etc.), but they'll retreat a little in my opinion. Zeev