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


To: sam who wrote (2191)11/26/1997 4:16:00 PM
From: Dr. Doktor  Read Replies (4) | Respond to of 5482
 
ALL

KLIC filed SC 13G with the SEC today indicating 13.15% or 3.125M shares have been acquired by Seligman Funds. Paul Wick, (mngr of the Seligman Comm and Info fund) had a conference call with several brokerage firms this morning and said he was very bullish and buying KLIC as well as CMOS. Obviously, these semi eq. stocks have not been the place to be in the past two months and it may take quite a while for them to right themselves but no matter how you cut it KLIC at $26 is a screaming buy. I'll continue to buy on these weak days and hope I have enough balls to hold for a couple years.

Regards,
DOK



To: sam who wrote (2191)11/26/1997 4:26:00 PM
From: hpeace  Read Replies (1) | Respond to of 5482
 
yes, i was just ready to post that.
it was on a second ago...
atml got the say warning



To: sam who wrote (2191)11/27/1997 3:26:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 5482
 
what teridyne ACTUALLY said was that a portion of their korean account (that portion being, IF ANY, very little of the 3% or 4% of teradyne's total business) which amounted to 3 or 4% of their total business may be subject to pushouts, but to date no push outs had occurred. they also stated to the same analyst that the potential 1% pushout is being made up by other firms which are doing much better. the analyst eithre lied in the report purposefully or he got it all wrong. CNBC then reported the false information from the morgan grenfell analyst. teradyne denied the analysts report.

www1.newsalert.com.

also, according to Samsung, semi-equipment deivision is to remain unchanchaged even though 30% cuts will come in other areas

techweb.cmp.com