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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: Ian@SI who wrote (2820)	4/3/1998 6:53:00 AM
From: Dr. Bob	Read Replies (1) of 5482

I don't think Intel is out of the question - they just delayed a plant in Texas and may be rethinking a number of other capital expenditures. They haven't yet revised their estimated capex budget for 1998 publicly, but it could be coming - and if it does, this semi equipt rally is dead meat for a few months. The DRAM makers are sticking at 64K for now - very little activity announced on the 256K front, and little demand. 300mm wafer plants - a few pilot lines only, with a full equipt set still unresolved. 18 and 13 line widths, same story. Maybe they've taken a time out in the "No Limit Poker Game" because no one has enough money to raise the ante, and the recovery, instead of late 1998, will be sometime in 1999 - and no one is quite sure of that. Visibility, which was thought to be pretty good for the end of this year, is now getting foggy again. All IMO - and I've been very wrong before! Bob

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