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

To: James Luk who wrote (2654)	2/20/1998 5:17:00 PM
From: jtechkid	Read Replies (3) \| Respond to of 5482

I'M SHORT KLIC and the rest of semi's, this is a suckers rally, their will be nothing positive from semi's in the next six months. people forget klic lost a fortune and hit 10 in 1996-its different this time. the trade deficit on thursday was the one biggest this country has seen in a long time--which should spell a potential recession or at least slow growth. as every semi company has said asia has been awful-but america and europe has offset some of that-the key demand from america could weaken and also we are heading in the weakest part of the year for semi stocks which combined means bad numbers. the april quarter for most company will not be great and as amat,smod,lrcx,tsemf, egls ,and every management the following could be worse. i would not be surprised if klic lost money because a couple of pushed out or delayed orders also the mkt been very strong-what happens if we go to war-everything going up-everybody way to complacent-bad earning-high stock mkt-war-recession-no reason to bid up the stock. the key amat will not have positive booking for at least three quarters-semi's have not bottomed out have a chance to buy klic again 15-18 i believe . regarding market makers your rigght when the mkt gets hit their is not a bid out their and these stocks get killed

To: James Luk who wrote (2654)	2/20/1998 5:48:00 PM
From: HoodBuilder	Respond to of 5482

This was probably a basket trade and at the day's end there were no buyers as everyone squared their positions for the weekend. If you are a real buyer of the stock you'd want a low ball day order out there for situations like this. Chances are you won't get filled by a basket trade but a moron SOES guy who thinks Monday is a blowup might hit you.