Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 55.32

+2.5%

Jan 9 9:30 AM EST

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To: Henry Shen who wrote (2705)	3/8/1998 10:32:00 AM
From: Carmine Cammarosano	Read Replies (1) of 5482

The demand for PCs is going to explode...if Intel was ready for the sub $1000 PC they would not have found themselves in this mess...Intel found themselves coming a little late to the party...CPQ is having a bit of a difficult time because there is less profit margin in these sub $1000 PCs...Let the PC makers fight it out(Dell, of course, thinks it can get away with not selling much of the sub$1000 PCs and sticking with the "higher end" PCs...)but the Semi-equi makers are going to do well...and if Korea can't pay their bill, China or some other country will step in and take over and pay...

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