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

To: BWAC who wrote (3039)8/9/1998 10:05:00 PM
From: Will Lyons  Respond to of 5482
 
The flip chip possibilities are a positive for KLIC that now has more visibility as a result of TXN contract. A problem that may arise way down the time line, however, might be a solderless flip chip. Does anyone have any info re such a device and would chips still need to be bumped, etc? As you can guess I am looking way ahead and maybe should not be doing so in this era when the long term means after lunch!



To: BWAC who wrote (3039)8/9/1998 11:20:00 PM
From: Jerome  Respond to of 5482
 
You are right (BWAC) the balance sheet does look good. The quarterly sales report looked terrible. I'm long KLIC but don't want to start daytrading this stock until it gets closer to my purchase price (about $24.00 per share) Right now I'm debating wheather to add to KLIC or ASYT. Both positions will do well in the next six months. But I'm not sure which has less downside potential for the next two quarters Thanks for the correction. Have a good trading week.... Jerome


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