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Technology Stocks : Kulicke and Soffa
KLIC 39.02+1.0%3:59 PM EST

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To: Gottfried who wrote (4304)9/22/2000 7:54:55 PM
From: Red Dragon  Read Replies (1) of 5482
 
Gottfried: I completely agree with everything this poster said.

That's why I said "eventually, you guys will all get bailed out (at the next cycle upturn)."

Problem is, it may be quite awhile. Remember, investors are looking ahead 6-12 months. Looking at trailing or current semiconductor numbers is meaningless. The current numbers are, indeed, very impressive. But 6-12 months out? Investors are more worried.

This is the third cycle for me. The first time, I stayed in too long, just like you guys have done. I learned, and played the second and third times much better.

The accumulated experience allowed me to make all those predictions this year - outperforming 100% of all the analysts drawing mid six-figure incomes.
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