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Technology Stocks : Kulicke and Soffa
KLIC 39.07+10.8%Nov 20 3:59 PM EST

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To: scott_jiminez who wrote (3853)7/5/2000 11:35:22 AM
From: Red Dragon  Read Replies (1) of 5482
 
Here's the first downgrade for the entire semi sector.

Salomon predicts peak will be in put in place this calendar year. Soon, other analysts will dutifully follow suit. Forward earnings estimates will be lowered, and all the attractive valuation models talked about on this thread will get shredded once earnings estimates are lowered.

Notice how I was 2 months early compared with the vaunted analysts. The next time an analyst makes me money will be the first. I suggest to the group to seriously consider discounting analyst opinions in the future. They never get the timing right.

cbs.marketwatch.com
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