Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 37.16

-1.2%

Nov 14 9:30 AM EST

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To: scott_jiminez who wrote (3897)	7/21/2000 1:00:38 AM
From: Ian@SI	Read Replies (1) of 5482

Scott, If you would have listened to the rest of the Q&A, you'd have learned the BTB was a little under 1.05. If I remember correctly, $281 booked and $268 billed. Lead times are about 3 months which implies at least 1 quarter's backlog - probably somewhat larger. Essentially when lead times in this sector are 3 months or more, it would be unhealthy to have a BTB much larger than 1. Rather than building a backlog, it would only force business to the competition. Back end just isn't going to let wafers pile up while awaiting more packaging tools. Great conference call. Comments by Scott about the analyst community while talking to the analyst community were priceless. I especially liked it when the Merrill Lynch guy denigrated his own company's Quant! Worth the price of admission in itself. Ian.

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