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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (3284)	11/4/1997 6:46:00 PM
From: James Young	Read Replies (1) \| Respond to of 10921

All - It seems like the semi equipment sector is beginning to recover a bit now. I think KLIC is probably the best bargain right now. Any comments?

To: Jurgis Bekepuris who wrote (3284)	11/4/1997 10:14:00 PM
From: Sam Citron	Read Replies (3) \| Respond to of 10921

Raimondas & Still Learning: I would urge caution toward approaching KLIC as anything but a cyclical short term play. Wire bonders are a mature technology that will begin to disappear starting in 1999 with the advent of flip chips and Tessera's chip scale packaging. You will see a palpable move by Intel away from wire bonders by end 1998 or beginning 1999. It does no good to have a monopoly in buggywhips! KLIC is seeking to diversify by breaking into new markets such as consumables and a chip bumping fab jv w/ Delco. But it may not be easy. I also don't like KLIC's policy of allowing Montgomery customers only access to important info such as their 5 point survival plan. It is just not fair. That said, I think KLIC is oversold short-term. SC