Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 44.98

+3.1%

Nov 26 3:59 PM EST

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To: Gottfried who wrote (3138)	11/18/1998 8:22:00 PM
From: manohar kanuri	Read Replies (1) of 5482

It seems the leading companies' stocks in the sector are already discounting the improvement in orders we hope for. [AMAT,NVLS] Gottfried, thanks for the chart links. I guess the picture changes a bit more with yesterday's cut? And somebody upgraded AMAT today (or was that yesterday... I'm losing track) with Merrill dissenting. I think the cut and a weakening dollar helps to keep the (global) recovery on track and give it a dash more speed so all in all I'm still looking for the next cycle to peak next fall, give or take.... what time frame are you looking at, if any? mano

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