Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 70.92

+6.8%

Feb 6 9:30 AM EST

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To: Columbo who wrote (2050)	11/11/1997 12:10:00 AM
From: Darin	Read Replies (2) of 5482

To All, Excellent news from the AEA meetings via (gasp) Carl Johnson: techweb.com in particular, We continue to be encouraged by the strength of test, assembly, and packaging (TAP) and the excellent outlook at Teradyne. One only has to look at Teradyne's recent earnings report to see that business has never been better. According to the people we spoke with, order rates have continued to mushroom during the past few weeks, and lead times are stretching out. We expect the next quarterly report to contain another eye opener. Last quarter, Teradyne recorded outstanding bookings of $461.0 million. The book-to-bill ratio was 1.37 for the quarter! Speaking of back-end equipment companies, the recent product transition woes expressed by Kulicke & Soffa appear to have abated rather quickly. Customer order rates have risen dramatically, and though revenues from these orders will not provide upside for the December quarter, the first quarter of 1998 (second fiscal quarter for K & S) looks as though it will set an all-time record.

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