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Technology Stocks : Kulicke and Soffa
KLIC 57.66+1.9%12:48 PM EST
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To: alfred felsberger who wrote (2336)12/13/1997 4:10:00 PM
From: HoodBuilder  Read Replies (2) of 5482
 
Mr. Felsberger, do you not have the ability to confront me directly?
Allow me to respond to your post.

#1. The last time I checked I lived in America and have the freedom to change my opinion, if even on a days notice.

#2. My information is NOT insider information, anyone who knows how to pick up the phone and talk to people in the semi equipment industry can find out the things that I have posted. Subcontractors, Vendors, and Parts Suppliers to any company are NOT insiders. If they get orders or are advised that production ramp dictates that they have parts available to meet demand then that's a pretty good indication that business is good.

#3. I didn't realize that Straddles or Hedges were illegal in the U.S.
Just because someone is long the stock or long Calls doesn't prohibit
them from protecting their downside risk in the event of unforseen circumstances. Case in point. At a recent semi equip show Scott K. himself told Bloomberg News that the stock was "CHEAP AT CURRENT LEVELS" the stock proceeded to move from $26 to $34 in two days.
Mr. Kulicke clearly knows his company better than anyone on this thread mysel included.

4. My last point centers around your personal attack. Frankly I don't give a rats behind what you think of me or my opinions. Opinions are like . . .well you know everybody has one. You sure took a long time
retracing my posts in order to attempt to make a point and all this from someone that I can't remember has once posted to this thread.

My suggestion to you is to make your own decisions based on information that you deem factual and use you time more constructively
rather than persuing a witch hunt.

For your information I am very Bullish on KLIC to the extent that I have sometimes been blind to the events which may adversely affect the stock. To set the record straight I am long the stock at an average price of $30.00, I have January 25 Puts which hedge approximately 80%
of my position and I am long 100 Jan 30 and 35 Calls and July 25 Calls
which based on the current conditions will probably expire worthless.

Now I ask you, why the hell would I spread what you consider bad information if I had the position in this company that I do? If you can come up with a ligitimate answer for that question I'd love to hear it. If you can't please return to the hole you crawled out of
in order to attack me.

BTW, Have a great day!
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