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

To: GS_Wall Street who wrote (3298)	5/1/1999 11:18:00 PM
From: Gottfried	Read Replies (2) \| Respond to of 5482

Greg, KLIC in the past has peaked about the same time as AMAT - about a month before SEMI orders peaked. geocities.com You can also see this on the chart showing both stocks techstocks.com You may be correct that KLIC orders lag, but the stocks move in sync. Gottfried PS: I wish I could be as certain as you are about 'dead money'

To: GS_Wall Street who wrote (3298)	5/2/1999 2:30:00 PM
From: Jerome	Respond to of 5482

In as much as KLIC represents good value at these prices, it would be my suggestion to either buy some shares at Mondays price and immediately write a covered call on the May 25"s with a limit of 3, good till cancelled, or write covered calls on existing shares in a portfolio. That option closed at 15/16 by 1 3/16. For this to work KLIC would have to spike up to the 26 dollar range. A few thing could cause Klic to spike upwards. l) Announcement of some large orders. 2) A BTB higher than last months report. 3) A very optimistic outlook when AMAT reports earnings. All things considered buying KLIC on Monday around 23 and selling 15 trading days later at 28 (call price of 25 plus premium of 3) would represent a good return on investment. I sold some 25 calls on the day before KLIC announced earnings for 4.As I mentioned before KLIC is one of the better call writes because of its volatility and call premium. Jerome