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To: robert b furman who wrote (12656)1/2/2013 11:21:57 AM
From: Return to Sender  Read Replies (2) | Respond to of 13403
 
OT: I agree completely that KLIC in comparison to most stocks looks like a value play. The market just got a whole lot more complacent today. After nearly four years of trading higher the market looks a little too good to be true to me Bob. On the one had the fiscal cliff negotiations turned out awesome for most Americans but it solved nothing. I am still very concerned.

The highest I could see KLIC trading is 13.69 again before worries cause some real profit taking.

I can live through that if I need to before KLIC goes lower again. Ultimately I am confident I will make money.

RtS



To: robert b furman who wrote (12656)1/3/2013 1:29:24 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 13403
 
OT KLIC shorting: I am bullish on KLIC, for the long-term. I agree, its balance sheet is better than its been in a decade, and it has growth prospects. For the short-term, though, it's an excellent hi-beta trading vehicle. It does worry me a bit, that it gapped up through $12. I'll short more at $13.