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

To: Beachside Bill who wrote (2522)	1/26/1998 10:12:00 AM
From: Rodney Lockhart	Read Replies (1) \| Respond to of 5482

JUST DOING A FAVOR>>>>>> Hi, I've just signed up w/ SI and my privileges don't yet extend to posting just email), so please forgive this friendly if slightly presumptuous personal response. Just read your post of today, and a few others, and -- as a KLIC investor -- I'm a bit confused by something. It is my understanding that the company has said (in the CC?) that their next few Q's of revenue would be flat; not the same, Moreover, they've emphasized that the latter will indeed not be flat, but rather expanding, accounting from the better margins provided by improved cost controls and an ongoing shift to more profitable products. This is an important distinction, and if you would be kind enough to clarify it on the thread, you'd be doing a big service to me and others who read it yet are not even beginning members! We should also try to clarify that (Lehman?) analyst's purported 20 target -- is this based on an opinion of current value (more likely), or 12-month? Even if he meant 12-month, of course, while bearish, he could be (and no doubt is) wrong, this being just one opinion, however "pro". I'd rathergo with the projection of the several analysts at Briefing.com who projected a return to the 24 level in a matter of "days". While it's too early to judge, the market trend is certainly bullish as of yesterday. Thanks. DG