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Technology Stocks : Kulicke and Soffa
KLIC 44.98+3.1%Nov 26 3:59 PM EST
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To: reno21 who wrote (4925)9/6/2001 3:04:41 PM
From: olduvai5  Read Replies (1) of 5482
 
I like the mantra! I have a little trouble seeing past the invective, though. I look at it this way:

1) Business sucks!
2) Consensus in the anal-yst ranks is that 2002 will barely get us back to 2000 levels
3) Everybody bought way more capacity than they needed in 2000
4) If we get back to peak 2000 levels by EOY2002, capacity buys will start again.
5) Back end will probably fare better than front end or process because 300mm will not drive huge sales of process, but more chips mean more testers and packagers.
6) Thus KLIC, TER, LTXX and A will come up before KLAC and AMAT.

I'd really like to pick up a bunch of KLIC in the $10 range. I'd be pretty confident I'd double my money in 12 months.

olduvai5
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