Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 57.55

-2.7%

Jan 16 3:59 PM EST

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To: Donald L. Dominicci who wrote (2233)	12/2/1997 10:02:00 PM
From: John Sikora	Read Replies (1) of 5482

Donald, Tech investors and more specifically semi-equipment investors are like salmon moving upstream given the backdrop of world events. SEA and it's ramifications on equipment companies is at best unknown and visibility that seemed so clear a couple months ago has vanished....So have the buyers... The recent crash and possibility of shrinking corporate profits resulting from revenue shortfalls asociated w/ SE Asia aren't helping matters either. KLIC will do well where others may not based upon it's competitive edge in it's marketplace and dominant marketshare. If you're done accumulating forget about the stock for 6 months... john ps. I know you are an SFAM investor as well. I added to my position today in hopes of a short term bottom

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