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Technology Stocks : Kulicke and Soffa

KLIC 66.41

+19.2%

3:59 PM EST

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To: Donald L. Dominicci who wrote (2067)	11/13/1997 2:23:00 AM
From: semi engineer	Read Replies (2) of 5482

Donald, Mike and other KLIC longs I think we all are Lemmings for considering KLIC, SFAM, CYMI should continue to hit new highs without any risk. Well, we were completely wrong. KLIC is off 55% of its high, CYMI is 60%(??) off its high and SFAM is 50% off its high. I do not know enough about SFAM and CYMI to make any bold statement but I think there is no safer high tech stocks to invest other than KLIC at this price. I think market cannot differentiate between Fab and assembly market. There is no real competition and it will completely dominate the market for next two or three years. IMHO, there will be slow down in the fab spending(CYMI, SFAM will be impacted) by DRAM mfg next few quarters in assess the damage but the assembly and test will continue to grow to meet the BGA and units growth requirement. And today Amkor(world's largest assembly subcon) seminar confirmed my belief that flipchip and microBGA is a marketing tool rather than actual product. Flipchip and microBGA is/will be used for hand held product and it will be a niche for years to come. 5 cents a pin(micro BGA_ versus .8 cents/pin. Who is going to convert? Now, knowing the actual number, I do not even think DRAM guys will convert except small portion that goes into a palm size computer. I think I will do dollar cost averaging on my April $35 option. Pick up additional 10 Apr. $35 calls for every 2 dollar KLIC goes down. What you guys think???? It should be minimum $50 stock by next summer, right???

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