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Technology Stocks : Kulicke and Soffa
KLIC 38.54-1.7%1:57 PM EST
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To: William Griffin who wrote (4346)10/3/2000 8:02:23 PM
From: Gottfried  Read Replies (1) of 5482
 
William, we all have failed to foresee this disaster because it follows no rhyme or reason. Selling AMAT to buy KLIC is using reason: you assume the usual rise will again be greater for KLIC. I suggest to suspend such reasoning, keep your AMAT - it's much safer. The SEMI orders and SIA sales numbers continue to show a positive trend. They do not justify the stocks behaving as if a 50% drop in orders were imminent. But better ignore this, too. It's too reasonable. :)

Gottfried
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