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Technology Stocks : Kulicke and Soffa
KLIC 46.75+0.6%Dec 26 9:30 AM EST
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To: Dr. Bob who wrote (2793)4/1/1998 9:21:00 PM
From: Ian@SI  Read Replies (1) of 5482
 
Bob,

Part of the valuation story that you may be missing is relative performance and relative valuation.

If you accept the premise that a ton of money continues to be thrown at the market, then it has to go somewhere. Will the money managers continue to throw it at the same old overvalued big caps or will they spread it a little wider.

When spreading it a little wider, this sector merits a close look for those with a time horizon greater than 1 year for earnings to come. Stock performance will come much sooner.

JMHO,
Ian.
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