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

To: John K_k who wrote (2454)1/13/1998 9:26:00 AM
From: Ian@SI  Respond to of 5482
 
John,

Could you explain your strategy one more time?

You expect to make money by selling KLIC near its bottom;

then, using the money to buy into a company in a highly competitive sector, which is becoming even more competitive, at a time when the functionality it provides is being replaced by system on a chip technology.

... and you thought that the KLIC board would be a good place to hype one of your holdings.

Yeahhh, thanks a lot, John,

Ian



To: John K_k who wrote (2454)1/13/1998 5:17:00 PM
From: Will Lyons  Respond to of 5482
 
Hello John
ATY vs KLIC is like comparing apples with oranges. One is directly geared on a one to one ratio with the sales to consumers. The other is a producer of capital goods and therefore is subject to the accelerator. KLIC is therefore more volatile and should the consumer demand continue to grow the demand for equipment will grow at some multiple. Of course it alwo works in reverse so the risks and rewards are somewhat correlated.


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