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Technology Stocks : Kulicke and Soffa
KLIC 57.66+1.9%12:48 PM EST

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To: jtechkid who wrote (2681)2/27/1998 12:45:00 AM
From: bob oserin  Read Replies (1) of 5482
 
jt, your anecdotal use of AMAT action confirms effect of 89% b-t-b
on FRONT-enders.
Remember, we're in 2nd qtr now(Jan-March)and looking to exceed estimates.
Also a <40% growth in bookings> indicates a healthy 3rd and probable 4th qtr.
It seems like the rest of the world wants to take advantage of Asian impotency.
Upgrading is the name of the game and an automated 8000 series is the pitch to use.
jt, reread GWMs post. But please, not between the lines just THE lines!!

BOB O
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