Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 66.41

+19.2%

Feb 5 3:59 PM EST

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To: semi engineer who wrote (2013)	11/5/1997 4:24:00 PM
From: Donald L. Dominicci	Read Replies (1) of 5482

SEMI This post scares me. I would appreciate your view , which I hold in high regard Thanks Don \| Next \| Respond \| Show Navigation To: Raimondas Lencevicius (3284 ) From: Sam Citron Tuesday, Nov 4 1997 10:13PM EST Reply #3292 of 3301 Raimondas & Still Learning: I would urge caution toward approaching KLIC as anything but a cyclical short term play. Wire bonders are a mature technology that will begin to disappear starting in 1999 with the advent of flip chips and Tessera's chip scale packaging. You will see a palpable move by Intel away from wire bonders by end 1998 or beginning 1999. It does no good to have a monopoly in buggywhips! KLIC is seeking to diversify by breaking into new markets such as consumables and a chip bumping fab jv w/ Delco. But it may not be easy. I also don't like KLIC's policy of allowing Montgomery customers only access to important info such as their 5 point survival plan. It is just not fair. That said, I think KLIC is oversold short-term. SC

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