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

To: James Luk who wrote (2617)	2/13/1998 3:36:00 PM
From: NucTrader	Respond to of 5482

Trying to come back here a little @ the close....

To: James Luk who wrote (2617)	2/13/1998 3:48:00 PM
From: bsl113	Read Replies (1) \| Respond to of 5482

I sold KLIC today at 28.00 amid rumors of slowing semi. cond. orders due to Asia. I myself believe that the Asia thing will work itself out with help from the IMF. Most economies eventually recover once corrections are made. However, I am no expert on the situation an do not know to what extent Asia's ever changing situation will have on the semi's and nobody does... One thing is for certain is that the unknowing will have an effect on the price. I intend to buy back once a clearer picture presents itself. This will require some continuous research on things such as the book/bill ratio and of course exchange rates. If anyone finds some updated reports about the semi industry please post the links. Also, the results of the conference could be of some use. As you may be aware of, the effects of the recent Asia problem are not expected to be shown until the next two quarters. This will give Wallstreet plenty of excuses to sell stocks with Asian exposure and buy them back cheaper after their done selling on the fear hype they are fabricating. It is possible that the many Wallstreet geniuses have already assessed the situation and know exactly what the pertinent problems are. They just are not going to tell us so we can sell off in fear. Is the tail wagging the dog? Until then, I suggest you take a look at IFMX. They are beginning to prove that they have a strategy to still compete in the high-end database arena. Just my opinions, Bryan