Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 39.02

+1.0%

Nov 12 3:59 PM EST

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To: scott_jiminez who wrote (4054)	8/4/2000 5:56:01 PM
From: scott_jiminez	Read Replies (2) of 5482

Revenues: (in millions) Year Q1 Q2 Q3 Q4 1998 123 120 92 76 1999 61 73 111 153 2000 180 222 268 These data make my point PRECISELY. There's no way the company could sustain the rate of revenue growth seen in the recovery quarters of 1999. The company could have revenues of over $1 billion this year which would roughly double the company's previous best year. So, a slowing RATE of revenue growth. Yes. DUH! A sustainable rate of growth with cash piling up. Yes. And with the non-bonder (HIGHER MARGIN) businesses coming on line, there are clearly additional avenues in the near future for revenue enhancement. You are only writing clearly enough to the extent that your point is so narrow - and certainly NOT a generalizable indicator (TER had insider selling over 2 years prior to its fall) - so as to be unusable. The fact that you accused others of 'confusion' about the revenue numbers is a reflection that it's YOU, not others, who fails to fathom contrasting views. Do you understand THIS post or need I explain it as well. Warpath? Sheesh. How about frustration!

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