Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 40.13

+0.5%

11:34 AM EST

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To: Gottfried who wrote (5371)	2/4/2004 4:46:13 PM
From: Ian@SI	Read Replies (1) of 5482

Yes, It took another big jump yesterday. But in the last conference call, Scott told everyone that he would be selling bonders at a record rate this Q as he wants to draw down backlog. This way he can make sure that he gets all the orders and that customers don't go to competitors simply because he can't deliver on the day they want it. It was really a great news story. It's too bad he prefixed the whole story with the result that should be obvious to everyone when a company sells bonders fast enough to draw down backlog: B2B will be less than 1.

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