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


To: robert b furman who wrote (1143)1/29/1999 7:24:00 PM
From: Chris Nevil  Read Replies (2) | Respond to of 7827
 
Gentlemen, I am and have been along for the ride with you for about two and a half years, but your euphoria is making me NERVOUS! <g>

There was a piece on CNBC late today about the semi equip stocks perhaps being "overdone" here, pricing in the assumption that Asia has fully recovered when perhaps it has not. I realize that a) Cohu doesn't really sell to Asia-domiciled companies and b) we're just beginning to catch up to some of the folks who tripled off their October bottoms, but...if there is a "correction", will Cohu's stock be spared? I'd love to hear your opinions.

Best of luck and congratulations to all Cohu longs.