Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

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4:00 PM EST

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To: Return to Sender who wrote (550)	5/11/2001 11:55:14 AM
From: scott_jiminez	Read Replies (2) of 95707

So what individual stock, or stocks, appear to be the best buys now and why? I am heavily biased towards (and almost exclusively familiar with) Kulicke and Soffa Industries (KLIC). The company has invested heavily over the past ~5 years to expand their product line beyond bonders (copper applications, Flipchip, advance materials). That expansion is currently maturing and the revenue stream for Klic will be (IMO) much broader and less vehemently cyclical from here on out. 'This is not your father's KLIC'. The no-brainers (AMAT, NVLS, TER) remain as such.

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