Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 59.46

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3:59 PM EST

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To: Gottfried who wrote (3979)	8/2/2000 7:14:11 PM
From: scott_jiminez	Read Replies (1) of 5482

Kinda a bizarre deja vu. Whereas in 1997 Scott warned of problematic future quarters due to evaporating demand, the 2000 announcement comes as the result of too much demand. And folks were concerned about overbuilding. I'll say this: if Klic dives tomorrow, I'll go full bore back into margin with Klic. I swore off margin following my extremely fortunate experience with Ariad Pharmaceuticals Warrants this spring. But the causes leading to Klic's warning are the precise opposite of the SEA crisis. It is not inconceivable that the recent baffling fall in Klic's share price was in anticipation of this announcement. This will not stop a freefall on Thursday. Trading down $4 @7:15 EDT Following the submission of this post, I will set up my order.

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