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

To: Dr. Ronald Peter Hellendall who wrote (2774)3/30/1998 10:53:00 PM
From: Dr. Bob  Read Replies (1) | Respond to of 5482
 
The gist of the report is that nothing in the semi equipt sector looks good for the moment - although they have been up on mask makers up until now, and this was the one sector they didn't express serious reservations about for the moment. Their expectations are for the equipt makers to struggle through the rest of the year.

A subscription to Infrastructure is worth the investment if you plan to invest in this sector.

Bob



To: Dr. Ronald Peter Hellendall who wrote (2774)3/30/1998 11:47:00 PM
From: Donald L. Dominicci  Respond to of 5482
 
Ron The report did not single out KLIC. It did show that the Test, Assembly & Packaging (TAP) sector appears to look better than the front end sector for the remainder of the year; However, they are not recommending any new investment until things shake out. Klic was only used in comparison charts as 1 of the top 3 companies in the TAP sector. Good Luck Don


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