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Technology Stocks : Kulicke and Soffa

KLIC 55.69

-2.6%

Feb 4 3:59 PM EST

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To: Donald L. Dominicci who wrote (2126)	11/18/1997 3:40:00 PM
From: semi engineer	Read Replies (1) of 5482

Don Thanks for the link to great info. 30% higher means that 8020 will be sold between $110K and $130K. IMHO, KLIC probably incorporated many standard items(hardwares,controller, etc) at low cost and they probably increased the gross margin to 60%+ from <40%. Thus, I expect KLIC to beat the $0.63 in Q2(March 98) quarter if Flip Chip Technology does not suck up more profit. IMHO, they should just give up FCT and punt. It will be long before that venture will turn any profit. Commodity Flip chip is still far away and the commodity bump service is not needed at this time. They should just license the technology to TSMC(many Fabless semi's Fab) and Amkor(new fab) and close the shop. It also stated that KLIC is STILL gaining market share. This translate into 55%+ market share at the expense of Esec,Shinkawa, and Kaijo. I would not be surprised if KLIC commands 60%+ market share by end of next Semicon(July 98). KLIC could blow away 1998 if $ weaken against Yen and Won(Korean currency).

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