Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 57.33

+0.3%

10:31 AM EST

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To: Gottfried who wrote (3828)	5/29/2000 11:41:00 AM
From: FLSTF97	Read Replies (1) of 5482

Gottfried, you said: I don't know whether the 'smart money' looks more at orders than btb, but stock price correlates better to orders. I don't think btb is a good metric. All it really does is show a (averaged) snapshot of the backlog situation. Technically you could have increasing btb numbers with decreasing orders or decreasing btb with increasing orders. I think you really have to watch the relative change in the bookings. If the bookings growth rate slows or turns negative, that would be a clearer sign the time averaged snapshots of btb. FATBOY

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