Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 45.11

+0.3%

Nov 28 9:30 AM EST

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To: Red Dragon who wrote (4511)	11/3/2000 12:33:44 PM
From: Sun Tzu	Read Replies (2) of 5482

Interesting. Actually, purely looking at historical time and price trends of KLIC, I had predicted a top for KLIC in the spring, and by extension the semicaps. Too bad I allowed sentiment to talk me into buying it after it tanked in August. Brian, ASM and Cannon have the longest lead times in the industry. K&N has one of the shortest. The disparity in the comments coming from them may be due to the different lead times in their businesses. Of course that does not tell us whom will prevail. ST

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