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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: Red Dragon who wrote (4305)	9/22/2000 8:11:38 PM
From: Gottfried	Respond to of 5482

Red Dragon, >Looking at trailing or current semiconductor numbers is meaningless. The current numbers are, indeed, very impressive. But 6-12 months out? Investors are more worried.< Investors are always worried 6-12 months out. In addition, every cycle I've seen [since '95] is different. It seems prices this time peaked WAY before orders - IF we've seen the peak prices. For KLIC we probably have. Otherwise it would have to more than triple in what's left of the orders upleg. So who is going to buy it at 40 knowing that orders are months from a peak? Gottfried