Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 46.36

+0.2%

Dec 30 3:59 PM EST

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From: scott_jiminez	3/22/2002 5:22:17 AM
	of 5482

AMAT's CC was very bullish. I posted one reaction on the Yahoo thread messages.yahoo.com AMAT also stated they expect the company's 'performance', which I take to mean earnings, will exceed the last cycle. This reinforces a similar claim by Scott Kulicke about a month ago. However KLIC currently has a price/sales (according to Yahoo) of 1.9 while AMAT has a p/s of 7.0. As recently noted by S&P, based on this measure of valuation, KLIC is priced at cycle-low levels (and AMAT is priced in the cycle-high range). If this cycle meets James Morgan's and Scott Kulicke's expectations of earnings, then KLIC, the stock may even exceed its historical cycle-peak of p/s = 6. This implies that KLIC may produce a 3 or 4 fold return over the next 12-18 months.

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