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

To: Donald L. Dominicci who wrote (2235)	12/2/1997 10:29:00 PM
From: HoodBuilder	Read Replies (1) \| Respond to of 5482

Don, Hang in there buddy. Eventually KLIC will prove the street wrong, it's gonna take a blowout report in January. You have to believe Scott K. things are booming for the back end guys. SFAM is starting to look like a buy. It was Jan 97 when I first bought SFAM and what a wild ride. BTW I'm offering $10,000 to the guy who wacks Tom Kurlack! Just Kidding.

To: Donald L. Dominicci who wrote (2235)	12/2/1997 10:42:00 PM
From: John Sikora	Respond to of 5482

Don, My point was that there really is no RATIONAL reason for KLIC to be @ 26. I listened to the call and heard Scott say currency woes would be a positive in the short run. Doesn't matter right now. Doesn't matter that gross margins will improve going forward...Doesn't matter that they are gaining marketshare as we speak. Sentiment matters...and for the past couple months these stocks have been out of favor. These stocks started tanking BEFORE Asia got real ugly...I'd like to think we're close to a short term bottom in the group but I, like you, don't really have a clue. I consider there to be good values at the moment and will invest accordingly. john