Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 55.32

+2.5%

Jan 9 9:30 AM EST

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To: Gottfried who wrote (3630)	1/25/2000 12:55:00 AM
From: Sun Tzu	Read Replies (1) of 5482

Yes, KLIC is one of my favorite leading indicators for the industry. Unfortunately we cannot "invest" in the orders and have to buy the stock instead...which leaves us blind sighted. I wonder what the ratio of the stock price-to-orders-in-the-next-10-weeks is (something along the lines of stock price in July-to-orders-in-October). If the ratio turns out to be fairly constant (which I think it will), one can average out the ratios for various stocks to see what the market thinks the orders will be in the another 2~3 months. Then you can decide on the stock based on if you agree with that fundamental assesment or not. ST

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