KLA-Tencor Corporation (KLAC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,545

+7.8%

Jan 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: cuemaster who wrote (870)	1/9/1998 5:23:00 PM
From: Jacob Snyder	Read Replies (2) of 1779

Re: is the downtrend over? No. I'm guessing the bottom will be sometime after January earnings reporting, after DRAM prices stop their free-fall, after semi-equips warn of an order slowdown, after a few more fab pushouts. I don't quite understand what moves the market. KLAC, along with the rest of the industry, is down sharply. The reason given is that Indonesia is back-pedalling on their commitments to the IMF. What's the connection? That country has no fabs, and consumers there are end-users of very few chips. Korea, which does have a lot of fabs, is looking better in the last few days. The market seems to sell off all high-techs on any bad Asian news. This seems irrational to me. I'm going to keep watching, and buy later. This is not the bottom.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next