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Technology Stocks : Kulicke and Soffa
KLIC 35.57-0.2%Nov 18 3:59 PM EST
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To: marquis103 who wrote (3275)4/21/1999 9:31:00 AM
From: Gottfried  Read Replies (2) of 5482
 
Russ, re >If I read the KLIC price to orders correctly, it
would seem we're only half way into the upswing.

True, IF history repeats. For those wanting to sell near the top it's
a matter of guessing when orders will peak and selling a few weeks
before. It will be too late when SEMI first reports declining orders.
I assume that there are always investors who have prior knowledge,
but I haven't. The implicit assumption is that KLIC orders are
somewhat proportional to total SEMI orders. But at least the price
to orders chart gives some guidance.

Gottfried
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