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Technology Stocks : Kulicke and Soffa
KLIC 72.90+2.8%Feb 9 3:59 PM EST
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To: HoodBuilder who wrote (1958)11/1/1997 1:27:00 PM
From: Darin  Read Replies (1) of 5482
 
To All, this week's Barrons has a very interesting article with much reference to the
equipment group. the Link is:

interactive.wsj.com

but you need to be a paid subscriber... they quote a VLSI analyst (Hutchinson) who is
very bullish on the equipment sector as sees 21% growth in the equipment sector in
1998, up from 5% this year, and 30% in 1999. Other comments were that big US
capital leasing firms such as Comdisco and GE capital Management have stepped in to
help with the financing in Taiwan, and overall, he sees no significant effect from the
turmoil there... he said he would be "buying across the board." Also quotes Carl
Johnson as saying that he is buying the more liquid of equipment makers such as
Applied, and says he has not found any evidence of pushouts due to the currency crisis
in SE Asia.

Darin
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