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

To: Carmine Cammarosano who wrote (2113)	11/16/1997 10:16:00 AM
From: Dr. Bob	Read Replies (1) \| Respond to of 5482

Carmine, Please accept this in the spirit in which it is offered. Before you invest in semi equipt companies, I think you need to do a lot more homework. Reading the SI threads, as you are doing, is a good start, but I would also suggest subscribing to Infrastructure and reading back through their material for at least 6 months. You will have a much better idea for the vagaries of the industry at that point and will be able to answer your question the same way I would - which would be a 2 page reply mostly saying that you cannot generalize about the industry as a whole - you must try to understand the big picture, but then look at each company individually. Bob

To: Carmine Cammarosano who wrote (2113)	11/16/1997 4:11:00 PM
From: hpeace	Read Replies (2) \| Respond to of 5482

thread, the issue with KLIC is they are leading edge chip mfg'ing. the industry is not slowing down on moving to the KLIC type product... Plus the dram mfg'ers and cpu chips are just finished taking a one time hit on loss of revenue becasue the major pc mfg'ers moved to JIT in those raw mat'ls. Intel sited that they lossed 500mm to 1 billion in revenue bec. of it. but, this is a one time deal. now that the pipeline in reduced then the orders start again. pc growth is expected at a whopping 18% this qtr. this is huge number at the volumes we are at.... when the asia situation is resolved, then KLIC back to 50+