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

To: semi engineer who wrote (2230)	12/2/1997 5:38:00 PM
From: Rodney Lockhart	Read Replies (1) \| Respond to of 5482

Semi, I listened to the last KLIC conference call and Scott was telling the analysis that there wasn't much upside in this quarter because they didn't have the inventory for unplanned orders. They were holding down inventory because of the change over to the new line. They didn't want to get stuck with obsolete inventory. It been a while but that's what I recall.

To: semi engineer who wrote (2230)	12/2/1997 9:45:00 PM
From: Donald L. Dominicci	Read Replies (2) \| Respond to of 5482

Semi I would like to see your forecast happen!!! I cannot believe that every thing I have read over the last 30 days is super bullish yet the stock keeps falling. Every thing I have indicates Q1 will not be as bad as Scott warned but Q2 &Q3 will be blowouts. WE SHOULD BE ASKING OURSELVES `WHY ARE WE THE ONLY INVESTORS THAT SEE THIS FANTASTIC BUY' My experience has usually found that I was not the super analyst I thought I was, and the others knew something I did not. I hope this is not the case again but we shall see. Good Luck Don PS Could you expand on assumption #2 on profit margin. I do not understand. My Last thought I AM USUALLY RIGHT BUT MY TIMING IS USUALLY EARLY ON THE BUY SIDE AND LATE ON THE SELL SIDE. This stock will see 50 in 98 , I hope I have the patience to participate. Don