Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 37.16

-1.2%

Nov 14 9:30 AM EST

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To: Donald Wennerstrom who wrote (4046)	8/4/2000 1:54:16 PM
From: Gottfried	Read Replies (1) of 5482

Donald, [edited] from the story you linked [thank you!]... >Chen agrees that the stocks are oversold, but he also thinks the group isn’t out of the woods just yet. Until there is some indication of cycle acceleration, such as an increasing book-to-bill ratio, the stocks in this group will continue to tread water. So which quarter should investors stay tuned to? You don’t wanna miss the fourth quarter. Although this year’s fourth quarter won’t be the end of the ballgame either, Chen says the period is critical. "If acceleration doesn’t take place by then, it will be tough for investors to get back in," he says.< If Chen and company indeed look for rising btb [no need to explain to me this is wrong :)], then there is hope because in normal years btb bottoms in September. geocities.com Gottfried [edit] If we see a sequential btb increase for October, we'll learn about it on Nov 20th when SEMI reports.

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