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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (3792)	5/19/2000 11:06:00 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 5482

Scott, One of the web sites I visit once in awhile is DailyStocks. I hadn't been there in awhile, but I did visit it tonight. One of the items they show is the earnings consensus for this year and next year. DailyStocks uses the Nelson's database instead of Zack's database. The Nelson's estimates listed are 3.68 and 5.44 for a total of 9.12 for both years. It just keeps getting better and better!! dailystocks.net Don W.

To: scott_jiminez who wrote (3792)	5/22/2000 12:07:00 AM
From: Jerome	Read Replies (1) \| Respond to of 5482

Klic's recent performance has been a major disappointment. But there are several factors that have effected the Stock, but we do not know if they are specific to KLIC. 1) The FED raising rates 2) The general downtrend in tech stocks 3) Options expiration this past Friday 4) The usual Friday sell off Exactly which ingredient added how much to the sell off is hard to say. A different way to view the matter would be to wait when tech stocks recover, match the recovery of KLIC to others in the same group. If for some reason KLIC does not recover quickly we are in for a long summer. Have you noticed that as the tech stocks decline there is always some so called guru voicing the opinion "we could go down another 10%". These frequent re-mentions of the same theme is probably holding up the recovery. The news programs do this with the idea of balanced reporting. But if there are ten analysts, and nine of them say we are at the bottom and its time for the techs to rally, the news will report something like "some say the bottom for tech stocks is here now, while others say we could go down another 10%" So the 10% factor will always be with us no matter how low we go. So lets wait until there is a modest tech rally and see how KLIC responds. I don't mean to be overly critical on any poster on this thread.But periodically I get bored and stir things up. Hope we all have a good week. Its getting harder and harder to manage a smaller and smaller portfolio. Regards, Jerome