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

To: Satyr who wrote (1096)	4/4/1998 1:32:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 1779

Hi Satyr Yes I know KLAC has consistantly held at 36ish...I am not short KLAC, I am however short AMAT & INTC & some others... Since KLAC has not split I think is has some downside protection... In fact the SOX Index would be my next play....:>}

To: Satyr who wrote (1096)	4/5/1998 11:31:00 AM
From: david	Respond to of 1779

Stiff price competition and high unit volumes are the friend of semiconductor equipment stocks. There might be some order push-outs,but in the long term how are you going to compete. 1. get your yields up-how? KLAC 2. In semiconductors the newest factory will have the best yields. 3. IF your 300mm factory is operating at capacity you will have the best pricing. This downtown is a temporary thing. People are buying KLAC because they are dominant in a field that will do well in the next couple of years. my 2 cents david