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

To: bob oserin who wrote (2471)	1/19/1998 5:09:00 PM
From: D. Braun	Respond to of 5482

KLIC warned in December (I believe it was in the middle of the month) that they were not going to make the quarter. Also, Roger McNamee, a tech money manager who is always on CNBC and CNN, was on Wall Street Week this past week and one area of technology he did not like was semi-equipment cos. because of SE Asia concerns. I would hope that all those concerns are already reflected in the stock.

To: bob oserin who wrote (2471)	1/19/1998 7:52:00 PM
From: HoodBuilder	Read Replies (1) \| Respond to of 5482

A lot of uncertainty out there Bob. If you are long as I am and would like to avoid any surprise on Thursday morning I would invest in a protective Put. A small investment can protect what value you have left. I'm not one for insurance but with the way the market has been behaving it maynot be a bad idea. It should be interesting to see the market reaction to KLAC's earnings released this morning. If good we might actually get over $20 in advance of earnings. BTW, forget about what people said a few months ago. The landscape has changed so dramatically that you need a different fertilizer if you know what I mean. Good luck.