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Technology Stocks : Kulicke and Soffa
KLIC 44.98+3.1%Nov 26 3:59 PM EST
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To: Gottfried who wrote (3954)7/25/2000 7:26:59 AM
From: HoodBuilder  Read Replies (1) of 5482
 
I maybe stating the obvious or even repeating what someone has already posted but it appears to me that the semi equipments are being sold because the street believes that there's no way for them to post significant year over year EPS growth compared to current numbers. We all know Wall Street hates a slowing growth story.

This is without a doubt the explaination for the downward move. The longer term problem is that even if numbers do get better going forward the street will rationalize this as being even closer to the top of the cycle.

The only way to make money in semi-equips is to buy them when there's NO business and sell them 6-9 months before the street believes that the business that they have will dry up. Just because they're tech stocks doesn't mean they're not cyclical tech stocks. Look at industrial cyclicals, they trade a single digit p/e's and some even have decent growth but you can't get paid to say your life.
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