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Technology Stocks : KLA-Tencor Corporation (KLAC) -- Ignore unavailable to you. Want to Upgrade?

To: fred woodall who wrote (1085)	4/2/1998 5:32:00 PM
From: Jerry Olson	Respond to of 1779

Ah Fred Nobody cares what they said, or for that matter what anyone else said<g>... Total ignorance of anything bad...like it's going to go away...YEAH RIGHT!!!

To: fred woodall who wrote (1085)	4/2/1998 5:40:00 PM
From: Carlos Ferreira	Read Replies (1) \| Respond to of 1779

Nope. If you think about it, the price reaction makes sense. Many of the semi-equipment makers have already issued warnings before KLA-Tencor. Many investors foresaw KLA-Tencor to issue a warning as well but did not know to what extent the damage will be. Whenever, this is the case, it is always more prudent to sell the stock before the announcement. It is my guess that the financial shortcoming were not as bad as they thought it would be and so a select few decided to buy for the long term. Carlos PS. I own shares in both KLAC and AMAT. I'm probably gonna sell KLAC. Don't know about AMAT though.