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

To: j.m. lillich who wrote (2708)	3/8/1998 11:20:00 AM
From: HoodBuilder	Respond to of 5482

Under $20 is the key! With the recent tech warnings in the chip and box sectors you will definitely see money outflows across the board even if the specific sub-sectors are already or not exposed to the problems reported by the cos. that warned. The retailers and drugs appear to be immune to the backdraft of SEA and sales weakness therefore the money will continue to chase these stocks. In order to make money in KLIC you need to buy when things are perceived to be terrible and SELL when they are perceived to be great. The reason I say perceived is by the time everyone figures out what is really going on with the semi equips the party is already over. Case in point is last July/August, sure sales were screaming but almost overnight the world woke up and decided that fab construction in the Pac Rim was going to come to a grinding halt. Now it's anyone's guess whether or not the semi equips will deliver even the slightest upside surprise. I guess we'll know in the next 6-8 weeks. I doubt we'll see a pre warn from KLIC but I would not be surprised to see one from KLAC , AMAT , or NVLS which in turn will kill every stock in the sector and that will be the time to buy.