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

To: Fred McCutcheon who wrote (2728)3/17/1998 8:51:00 AM
From: Carmine Cammarosano  Respond to of 5482
 
08:47 ET Brooks Automation (BRKS) 14 1/4: Chip equipment maker warns that it expects Q2 results to fall "significantly below" the consensus estimate of break-even. Puts revenues at $19-$21 mln. BRKS shares indicated 1 pt lower.



To: Fred McCutcheon who wrote (2728)3/17/1998 11:18:00 AM
From: Smilodon  Respond to of 5482
 
I talked to the Lehman analyst. He has a hold on KLIC, but in private conversation, likes it. The issue for him is the incredible volatility of demand. He say orders can fall to 1/3 in slow times and it is tough to predict the next few quarters with the Asia turmoil.

I like KLIC a lot and am long. But, we must be willing to endure pain in the next few quarters.


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