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

To: Jerome who wrote (3054)	8/13/1998 9:26:00 PM
From: Jim Willie CB	Respond to of 5482

Jerome, I meant this Friday Aug 14th goomba... surprised KLIC did not come down with AMAT and NVLS... but I think it will grudgingly during days when many are making sand castles at the beach only opinion on equips is general, that they will participate in tech rally coming to a neighborhood near you, but in muted fashion... other equips? if Novellus (NVLS) gets below 36 I think it will give you 20% before October... I hear Asyst (ASYT) kicks butt... friend loves ASM Litho (ASMLF) from Nederlandt... with losses coming, this group is likely to see some consolidation and lion market share going to ApplMaterials and Novellus believe 30% or more possible with other beaten to hell techs though... like Semtec, Power Integ, LSI, and maybe this Rambus that supposedly is going to take over the world of DRAMs see last message, consider the source / Jim Willie