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

To: Ian@SI who wrote (1094)	4/3/1998 10:04:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 1779

Ian Are they kidding???, a new cycle??? when did that happen... KLAC always had great support at 36, it's one of the few semis that did NOT split, so it's down from around 77, a big hit... let's put it this way, if it breaks 36, good bye city...it all depends on eps this Q and what the guidence will be for the next Q... My guess it will be worse than this Q...IMO...KLAC already said it would miss BUT, lets see the "REAL" number for them AMAT -INTC- etc...

To: Ian@SI who wrote (1094)	4/5/1998 11:49:00 AM
From: Xpiderman	Read Replies (2) \| Respond to of 1779

KLAC: Insider buying or Insider Option Eexercising (make them ready to sell)??? >> several KLA executives boosted their stakes in the company by exercising options last November. ... According to Gabele, four KLA insiders, including Chief Executive Officer Jon Tompkins, exercised options on 35,549 shares, incorporating them into their underlying stock positions, between October 30 and November 20 last year. The options would not have expired until at least 2001. Outside director Leo Chamberlain exercised non-qualified options for 12,112 shares, incurring a tax liability, but did not sell the shares, according to CDA/Investnet. The lack of recent insider activity may be due to the combination of available windows to sell and KLA's recent purchase of privately held Amray Inc, a maker of scanning electron microscope systems. "We have relatively narrow windows of trading for executives and we generally prohibit trades around any kind of deals, and as you know we recently made a deal with Amray," said Roberta Emerson, vice president of corporate communications at KLA.<< I think if the insiders are really bullish with KLAC they don't need to exercise options, since these options are not aging to expire anytime soon. I see these insiders did exercises their options for other reason: to sell their shares ASAP, since they "have relatively narrow windows of trading for executives" I like KLAC, just think it's a bit too early to jump in now. Xy