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Technology Stocks : Kulicke and Soffa

KLIC 57.55

-2.7%

Jan 16 3:59 PM EST

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To: Donald L. Dominicci who wrote (2229)	12/2/1997 3:19:00 PM
From: semi engineer	Read Replies (2) of 5482

Don Esec strength is in Die Attach machine. They are the leader in the die bonder market. Every die bonder($230K) Esec ships, KLIC ship 5-8 wirebonders. I assume that they also make FlipChip die bonder since it uses a very similar technology. This confirms that the assembly sector of the business is still good. I talked to KLIC IR after seeing the news release regarding Hyundai increasing wirebonder quantity by 86 units. According to a lady(Jim is in Japan for tonite presentation), the order was not expected. If they ship any of this machine December, it will go straight to their bottomline. Since I expect(my assumption) most of the bonder order will be ship this months, we may see some upside to current Q1(Dec quarter) earning of $.37. I estimate the upside will be around 10 cents). I may be stretching it but I think the most conservative number should be 5 cents. What do you think? $80K/mach 86 machines 50% gross margin(1-30% tax rate) /24 Million outstanding share = 10 cents/share Assumption: 1. Price lowered to $80K to clear out excess inventory of KLIC 1488 plus parts. 2. The margin increased to 50% since the material would have been obsoleted in Q2.

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