tomyris

Kulicke & Soffa: Lots of Upside Potential in the Coming Year

Well John our bullishness on Klic has been hijacked by the credit crunch.

I like you am a KLIC believer but am a little concerned that it has fallen all the way to 1.26 $ . Do we take on another load or what ??

Kulicke and Soffa: It Ain't Over 'Till It's Over

LONG AND STRONG ,BTW ARE YOU GOING TO TELLS UP WHEN TO BAIL OR LEAVE US TO FIGURE THAT ONE OUT .

Semiconductors: Is the Glass Half-Empty or Half-Full?

I am with you on the semiconductor cycle and am long klic, nvls , ter and mksi to mention but a few. Maybe I am over optimistic but with the SOX index trading around 400 , I expect it to hit 535 sometime next year which means we are not yet 50 % of the way through this cycle .I accept that will the price of oil exploding it is hard to predict any thing with any confidence , however I expect a mini tech revival going into the end of decade as that phenomenon usually makes people feel optimistic about the future and usually electronic manufacturers will have the products ready to catch that wave . Therfore unless I see a clear top ( like a 25 % drop in Klic ) I am not planning to leave the party until october 2009.

BTW I appreciate your posts and wish you well.

What signs to you look for when its time to bail??

Kulicke and Soffa's New Bonder Line May Revolutionize Semi-Equip Sector

I completely agree with your assesment and am loading up on this amazing value.
Your knowledge of the technical details is much grater than mine , but I have been watching and playing this cyclical stock for 15 years and have never seen it in better shape at a trough , plus I am hopefull that with GWB gone and a change in sentiment that we will see a mini (a la y2k) tech revival going into the decade end, which will help guarantee a cyclical peak in this resiliant semi equipment performer.

Thank you for sharing you knowledge .