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

To: HoodBuilder who wrote (2570)	2/9/1998 7:02:00 PM
From: ncs	Respond to of 5482

Michael, Thanks, I have a tight stop loss on KLIC and will watch KLAC closely tomorrow, for some reason or another Charles Schwab doesn't allow stop loss limits of KLAC. I kinda figured as much about AMAT... guess I spend the night reading that thread. Thanks again, Neil

To: HoodBuilder who wrote (2570)	2/9/1998 7:51:00 PM
From: NucTrader	Read Replies (1) \| Respond to of 5482

Agree with your move. Sold mine last week but I thought it encouraging that KLIC held it's own on a day when most of the other semi related enterprises were down. It was not, however, encouraging enough to make me want to buy in front of AMAT's earnings report tomorrow.

To: HoodBuilder who wrote (2570)	2/10/1998 9:47:00 AM
From: Lenny Ehn	Respond to of 5482

To thread, If my scribbled notes are correct, the K&S annual meeting is today. If anyone attends, please post your impressions gathered from any Q&A session. Thanks in advance. Len

To: HoodBuilder who wrote (2570)	2/11/1998 9:33:00 PM
From: Donald L. Dominicci	Read Replies (2) \| Respond to of 5482

Mike I am going to solicit other members to help buy a few shares in your name because when you sell we skyrocket. You are the best contrary indicator of all. You should try my strategy buy 5000 sell 1000 and without question it will go up big time but you faked out the big boys because you still have 4000. Seriously I did the same I sold 15 Jul 15 calls @ 10.25 last week. Now they are13 _ but I still have 50 more riding the wave. Get back to the semis, you don't sound like a Wall Mart type investor to me. Good luck in what ever you do Don PS this reminds me of AJ Berger on the SFAM thread, He hung in there for over a year and finaly lost his patience and the next day it started a 200% rise in 6 months. Don

To: HoodBuilder who wrote (2570)	2/14/1998 11:31:00 AM
From: HoodBuilder	Read Replies (1) \| Respond to of 5482

I've been vindicated. . .at least in print. It appears as if I'm not the only one who thinks it is odd that the worse the news gets the higher the stocks go. This is reposted from Briefing.com: Semiconductor Equipment Brief: The worse the news the better the group performs... Sector rallied again on Thursday, with Applied Materials and SpeedFam (two companies that warned of earnings shortfalls) leading the way... KLA-Tencor, Novellus and Lam Research also up big after Sanford Bernstein upped stocks to outperform from market perform... Look for huge gains again tomorrow, as Lam Research announced after the close that it will take a charge against Q3 earnings in the amount of $1.47-$1.57 per share due to weaker product orders from Asia... Also plans to cut workforce by 14%, or up to 700 employees... Prior to warning, street was looking for gain of $0.05... How does that Lincoln quote go again, "you can fool some of the people all of the time, and all of the people some of the time, but you can't fool all the people all the time." Sooner or later the light bulb will go on and the marketplace is going to realize that bad earnings news isn't the best of buy signals... Especially when the economic damage from Asia is going to last much longer than the psychological damage.