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Technology Stocks : Kulicke and Soffa
KLIC 39.58-0.3%1:42 PM EDT

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To: Ian@SI who wrote (5478)8/27/2012 9:01:30 AM
From: davebugs   of 5482
 
I've been trading KLIC since the late 90's.

To my knowledge they have never been debt free.

They are teh best positioned EVER financially and product wise.

Not even any apparent missteps at diversification outside of expertise lately.

To me new guy (Bruno) still somewhat unproven. Somewhat afraid he'll do an aquisiton just to put his stamp on KLIC. So far he's been wise enough not to.

Setting on a ton of cash. And should be less cyclical in the future. KLIC is becoming more of an investment - but will still be largely cyclical due to the industry.
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