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

To: Sweet Ol who wrote (4700)	1/27/2001 3:02:03 PM
From: Gottfried	Respond to of 5482

John, yes - in hindsight I shoulda sold KLIC when btb peaked. geocities.com OT *** drillers I check rig count as well, but don't rely on just fundamentals. bakerhughes.com Gottfried

To: Sweet Ol who wrote (4700)	1/27/2001 5:45:11 PM
From: scott_jiminez	Read Replies (3) \| Respond to of 5482

Not to get picky but... When you say, ‘KLIC seems to follow the BTB...pretty closely’ ... 1. In 1995 -1996, Klic's share price peaked AFTER the first BtB spike and BEFORE the second one. The fact is Klic’s price peaked at the LOWEST ebb of the BtB in that cycle. 2. In 1997-1998, Klic’s share price peaked 6 months after the real peak of BtB at the initial stages of the downturn. 3. In 1999-2000, Klic share price did not respond whatsoever to the initial huge spike in the BtB and then had a huge rally during the second spike that, on a % basis, was completely out of sync with the BtB. 4. The current situation: Klic’s share price fell during the 2nd half of 2000 in manner grossly out of proportion to the fall in the BtB. And the most recent data shows that the BtB has dropped precipitously in the last month while Klic has rallied ~60% (and has been one of the leaders of the sector). If this is ‘pretty closely’, I really need to update my Funk and Wagnall’s As I've said on countless previous occasions, it is my opinion that using these charts as a significant component of an investment strategy is imprudent. I won't bother with the Klic/orders comparison.