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

To: marquis103 who wrote (3337)	5/23/1999 11:08:00 AM
From: Kellenberg	Read Replies (2) \| Respond to of 5482

Hello to everyone here. I"ll be the first to admit that I'm not a saavy investor - I know not about options, covered calls and the like ( I've been auditing different boards on SI trying to learn), but I feel that I can offer something to THIS board without this kind of input. Component parts for new KLIC machines flow through my business. When things are slow not so much flows, when KLIC gets busy we see a great deal of their work. Usually we see a surge in orders come through a couple of months before the stock really begins to move (i.e. they have to build the machines before they can sell them). For the past year we have been nearly devoid of work for KLIC and quite frankly even though the stock made a nice run I would not buy it due to the fact that I knew that they were not really making machines. This has changed over the last month or so. Work that we have not seen in over a year has started to come back in large, production quantities. This, to me, is the best buy signal for this company - they are making parts and therefore making machinery, and they are really pushing for the work to come back to them ( there is great demand for the machinery) I have played this stock in this same way any number of times in the past 5 years and done well. Take this information and do what you want, I just figured that I could provide a perspective that most of you might not have. Best of luck to you all John