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


To: EACarl who wrote (1162)1/30/1999 10:37:00 PM
From: KLINVESTOR  Read Replies (1) | Respond to of 7827
 
Carl,

I agree with your analysis of Cohu vs. other semi-equips. While you are preaching to the choir I think that the rest of the investment community will figure how undervalued COHU is at this point. For those that like to short stocks right now might be a good opportunity to arbitrage between TER and COHU for example by going short TER and LONG Cohu since this gap in price will certainly narrow over time. Of course just buying Cohu is a good idea also.

Good luck.