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

To: William Griffin who wrote (4346)	10/3/2000 8:02:23 PM
From: Gottfried	Read Replies (1) \| Respond to of 5482

William, we all have failed to foresee this disaster because it follows no rhyme or reason. Selling AMAT to buy KLIC is using reason: you assume the usual rise will again be greater for KLIC. I suggest to suspend such reasoning, keep your AMAT - it's much safer. The SEMI orders and SIA sales numbers continue to show a positive trend. They do not justify the stocks behaving as if a 50% drop in orders were imminent. But better ignore this, too. It's too reasonable. :) Gottfried

To: William Griffin who wrote (4346)	10/3/2000 9:41:07 PM
From: BWAC	Read Replies (1) \| Respond to of 5482

William, I agree with the other 2 previous posts. I'd keep my position spread between the two, unless KLIC falls another 20% from here. Meanwhile, if you are not adverse to buying options, I would look at buying some AMAT 3 or 4 month out at or in the money Calls on a big dip like today. Then as the AMAT stock you hold recovers into a rally, sell it. And hold just the options. If you are lucky, you might exit that position equal and have cash.