Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 47.55

+1.1%

3:59 PM EST

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To: Gottfried who wrote (4388)	10/12/2000 1:42:08 PM
From: TimF	Read Replies (1) of 5482

OT RE: KREM KLIC has more then 10 times as much net income, but a market cap about 60% of KREM. AMD my biggest holding probably sells more chips (if you include flash memory and chipsets) then KREM sells dozens of donuts and has more then twice as much profit as KREM has revenue, but its market cap is less then 7 times that of KREM. Both KLIC and AMD are growing faster then KREM and are in markets with more long term growth potential. (Donuts aren't a big growth industry. KREM can only grown fast by gaining a lot of market share). If only KREM puts were not so expensive. Tim

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