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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: scott_jiminez who wrote (10317)4/8/2002 12:55:42 AM
From: Pink Minion  Read Replies (2) of 10921
 
KLIC wasn't and isn't 'bleeding':

Maybe the thread starter can settle this argument. The term "Blood" comes from companies balance sheet showing red ink. Get it, Red - Blood. It does not mean when investors were/are bleeding. Wall Street could care less about investors bleeding in the street.

I'm assuming the concept of this thread is a contrarian one. When companies are bleeding red ink the stock prices SHOULD be at historic lows. This should also mark the bottom of the cycle that we ALL know about. The problem this time around is that everybody knows this so a full recovery is already priced in.

Now, let's look at KLIC. Remember these are facts not opinions.

Is KLIC burning cash? biz.yahoo.com
Note: "Cash Flows From Operating Activities"
($11,495,000)

Dude, I'm sorry, but you wife's ugly. (that's an opinion)
Now lets remove some makeup.

In 1995, KLIC had a book value of $133 million
sec.gov

Six years later and at least one $100 million burnt in share offering, KLIC has a book value of $153 million (and that's with an $80 million move over from the previous quarter that I'd like have explained).

Now, let's compare that with AMAT
1995: sec.gov

$2.6 Billion

Now, sec.gov

$9.8 Billion and no share offering that I know of.

So during the biggest tech spending boom in history, AMAT has grown it's assets almost 4 times while KLIC has destroyed them. Now what's the point in investing?
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