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Technology Stocks : Kulicke and Soffa
KLIC 59.13+4.5%3:08 PM EST

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To: bob oserin who wrote (2680)2/26/1998 11:59:00 PM
From: jtechkid  Read Replies (1) of 5482
 
bob , don;t jump up yet thats expectation of what they will do- amat-the biggest semi came out and said they will close shop for 12 days because of not just slow demand in asia but fundamental problems elsewhere -this is the most days closed in recent times-i;ve been to many conferences management never says anything bad-they did not comment on profitabilty-VLSI a month ago said next quarter would be all right reduced numbers-came out today said it will be a disaster-what change in a month-the problem with semi management is they have no visibilty and thing can turn ugly quick-i;ll stick with my short 27.75- don;t -read between the lines.
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