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

To: Gottfried who wrote (3256)	3/19/1999 11:28:00 AM
From: FJB	Read Replies (1) \| Respond to of 5482

Gottfried, Thank you for the charts! Bob

To: Gottfried who wrote (3256)	3/19/1999 7:03:00 PM
From: E Ramos	Respond to of 5482

Hello Gottfried, Thank you, I appreciate your graphs and your posts. You, along with Paul V of the AMAT thread have been very helpful. I have to say that in the past few months, I have been surprised at the resistance of the market to the techs. The numbers are better, but there is so much fear out there that I have finally decided to trade in and out for some excitement. Peace

To: Gottfried who wrote (3256)	3/19/1999 11:31:00 PM
From: HoodBuilder	Read Replies (1) \| Respond to of 5482

G.M. It's been a long time since we chatted about this stock but I have, after some reservation, re-entered KLIC. Word is they are seeing nice order flow and SEA is actually back in business. I missed the run from $9 but as we both know when KLIC wants to hop it's a fast move to $40-$50. Let's hope the market plays ball and we get our typical summer run!

To: Gottfried who wrote (3256)	3/29/1999 10:37:00 PM
From: manohar kanuri	Read Replies (1) \| Respond to of 5482

Gottfried and/or any fundamental experts on the thread: How do you value KLIC if someone wanted to buy it? (the company I mean, not a few shares) Multiple of book? (makes no real sense) Projected (across cycles) earnings multiple? But what - 4 times? 40 times? Average stock price during 2 or more up- and down cycles? Some convoluted formula involving a smoothed orderbook trend line? Choose a number at random between 18 and 35? Let's assume there's no flip-chip on the horizon to complicate things. Any/all insights much appreciated. Thanks. mano