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Technology Stocks : Kulicke and Soffa
KLIC 57.55-2.7%Jan 16 9:30 AM EST

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To: bob oserin who wrote (2255)12/4/1997 10:31:00 PM
From: HoodBuilder  Read Replies (2) of 5482
 
Bob, I hope we're both right. Me for the shipments and you for the buyers. OTOH, although OMPT looks strong I would only play it for a trade. The Phila. OMPT office is a mile from mine and I can speak from
experience when I say that unless they are gonna give away service they won't be able to compete with CMCSA & BEL. I consider myself a professional consumer when it comes to mobile phones. I've tried them all and recently returned to BEL after trying the others including NXTL which IMHO is a terrific short play.

OMPT has limited service area and virtually zero infrastructure. By the time they get their act together the competition will be eating their lunch in an even bigger way than they are right now.

Hate to rain on your parade but that's how I see it from the consumer side. Make money while she's running and you'll have more to throw at KLIC when the time comes.

Happy holidays to you and yours as well.

Mike
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