Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 37.58

-3.7%

3:59 PM EST

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To: scott_jiminez who wrote (3897)	7/20/2000 11:28:44 PM
From: Red Dragon	Read Replies (1) of 5482

The BTB ratio of 1.26 refers to the industry BTB ratio, which came out late after the close today. TDK posted the link to the news a couple of posts ago. I could not find any mention of KLIC's BTB ratio. Incidentally, the BTB ratio for the industry has now dropped for 4 straight months. A BTB of 1.26 is still very strong, as are the absolute number of shipments and bookings. Still, one wonders if investors are focusing on the falling ratio, and that's why semis continue to be weak, even on great earnings news and optimistic remarks from Greenspan. Gottfried? Any insights as to the falling BTB ratio? Anything to be concerned about? Are absolute numbers of shipments more important?

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