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

To: Henry D who wrote (1224)	2/26/1999 9:24:00 PM
From: EACarl	Read Replies (1) \| Respond to of 7826

Henry and thread, My turn today. I added some COHU shares at 23 1/8. Also some SFAM at 16 3/16, and KLIC at 25 1/4. COHU has now given back 50% of the gains it had going from a low of $12 last fall, to a high of around $34 not very long ago. There are 2 possibilities: 1. We are now in the next cyclical downturn for these stocks. 2. We are having one of the major corrections that is typical in an up cycle. I am betting on number 2. It's just too early in the recovery (in terms of the business fundamentals) to be otherwise. OR, did we just finish the shortest cyclical business upturn in history? Good luck COHU'ers, Eric.