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

To: semi engineer who wrote (2345)	12/14/1997 12:14:00 AM
From: bob oserin	Read Replies (1) \| Respond to of 5482

Amen, Semi. Mr. Felsberger, At one time, as KLIC was coming down from $58, I posted that my charts showed support at $35 with a trading range of 35-45. Mike hoped I was correct, and indicated he would exit at 40 if he got the chance. He didn't have to divulge this to the thread. I bring this out to illustrate Mike's openess and forthrightness (if there is such a word). Mike may show unwarranted exhuberance at times, but I believe he always feels it's justified. He, more than anyone on this thread, investigates with outside sources and reports back to us. My posted fears (currency exchange, pushouts, cancellations, order delays, payment stretchout) were made light of by others while Scott K. told the investment community all was well. If anyone deserves criticism, it is the CEO, not Mike. Both of us, as well as Scott K., are victims of the corruption of unregulated international banking and paid-for political systems. Mr. Felsberger,I know it is tough to do DUE DILIGENCE from a room in Europe. People like Mike Schurr are our eyes and ears to companies in their areas. We should appreciate their work and insights, even when somewhat off-base for the moment. Now, will you two young fellows shake hands and leave the acrimony to other threads! Good trading and investing to you both, BOB O

To: semi engineer who wrote (2345)	12/14/1997 9:48:00 AM
From: Alan Siegal	Read Replies (1) \| Respond to of 5482

Semi, re: ...but the total worldwide need for bonders will remain same I posted a note on BLOOD the other day to which I didn't get much response, yet I can't help but continue to consider it. I used KLIC as my example, where I asked something like-- we all recognize that there will be a long time of reorganizing. Is it possible that, during that time, science will have outstripped technology so that today's products will no longer be viable? What if, for instance, chips are all bumped by the time we get rolling again, and nobody wants old bonders? If KLIC continues to spend on R&D, they could run out of money before their ship comes in. If not, they could be stuck with old technology? Do you worry about such possibilities? -Alan