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

To: KLINVESTOR who wrote (1168)2/1/1999 6:25:00 AM
From: tonto  Read Replies (1) | Respond to of 7827
 
If COHU continues to sit on their cash, the possibility of being attractive to TER, HP...is high. Best of luck to all this week.

I also still would not discount the possibility of Cohu being an acquisition target of TER, HP, or other back-end company which would also push the price up substantially.



To: KLINVESTOR who wrote (1168)2/1/1999 10:20:00 AM
From: Eric Lee Smith  Read Replies (1) | Respond to of 7827
 
All, thanks for the comments and reactions to my post. I've found Cohu to be difficult to analyze in part because it is cyclical. Cohu's performance in 1998 was a shock to me. I hadn't expected its earnings and price to collapse so dramatically. I'm convinced that they will move beyond 50 this time and I'll have to look closely at that time about selling. We'll see. Thanks for your help!

Till later,

E


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