KLA-Tencor Corporation (KLAC) Message Board

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Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,275

+0.5%

Dec 24 12:59 PM EST

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To: Jerry Ginz who wrote (979)	2/27/1998 9:33:00 PM
From: jtechkid	Read Replies (1) of 1779

yes, its easy short semi's when visibilty is tough which means usual means bad things -also bookings are coming down which is the most important factor in semi's because it equals bad eps-don't forget klic hit 10 and lost money in 1996-amat pre split-hit 12 dollers-so we are not even close to the lows. opposite-when booking turn go long and keep buying because visibilty is strong -easy money upside- its a guide that i follow and has done very well.the bottom in the semi cycle is at least three quarters away nothing but bad news in between

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