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Technology Stocks : Kulicke and Soffa
KLIC 55.32+2.5%Jan 9 9:30 AM EST

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To: Jerome who wrote (3515)9/27/1999 1:03:00 AM
From: Gottfried   of 5482
 
Jerome, I don't use these charts to determine whether a
stock is oversold or overbought because the ORDERS charted
are the 3-month ma reported by SEMI. AMAT's orders share
is growing relative to the SEMI total. I don't know about KLIC.

Right now I'm leery of the 'several years' of steady or
growing semi equipment demand some project. I'm holding,
but not buying more because the stocks are far from the
bottom. I hope these charts can be used to identify the
next bottom, so I can get in soon after. The top is much
more difficult. If you compare to 1995, this year's orders
and shipment trend looks similar so far...

geocities.com

Gottfried
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