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

To: Red Dragon who wrote (3800)	5/21/2000 11:12:00 AM
From: scott_jiminez	Respond to of 5482

Your response STILL indicates you didn't fully read and/or comprehend the logical discrepancy of your messages. Nor do you care to place any value in making the slightest attempt of incorporating ideas or viewpoints distinct from your own. You place a lot of emphasis on insider selling and tout the details as if they are some holy grail. You ignore every element of data at odds with your views and you chose language to make it appear these other opinions are less worthy than yours. You choose to ignore the dictum of countless people that, in the vast majority of cases, insider selling is much less significant than insider buying. In general, over the years, I have found your kind of data to be very unreliable and unhelpful. Just my opinion. For example, you pointed out how all those officers sold all those shares during the last couple of months. What you don't know is whether these same officers repurchased those shares at $50 last week. You won't know that until it's reported in June or July. Finally, remember that I am just the messenger. I have no insights into the industry. I'm just reporting what I see the the professionals doing, and I followed suit. I may be wrong, but I'll be in good company. Once again, I believe that the entire semiconductor industry is taking a breather just like it did during the first 6 months of 1994...smack in the middle of its 4 year upswing. There is no company specific problem with KLIC nor is there anything wrong with the sector as whole. In fact, there remains tremendous pent up demand and fab construction is in its earliest stages. Probably the most accurate observation was made by Aurileano on the Yahoo thread last night messages.yahoo.com I choose not to respond to your additional misunderstandings and obfuscations since this exchange has become pointless. I am not asking you to agree with anyone - however your lack of objectivity, your inability to fathom two sides of an issue, is boorish and tiring. Well, good luck, Dragon. You seem to have a lot of confidence in your investing system. Hope everything works out for you. And I hope you will learn to appreciate the fact that personal opinion presented as fact can work both ways.

To: Red Dragon who wrote (3800)	5/21/2000 9:40:00 PM
From: scott_jiminez	Respond to of 5482

A post on The Klic Yahoo thread earlier today from Bonderbill, probably THE most authoritative figure in the semi-equipment sector participating in any online discussion forum: messages.yahoo.com The final paragraph, which sums up his knowledge and understanding of the book-to-bill ratio, deserves reposting (emphasis mine): In general when you look at these numbers, it's not so much the ratio you want to focus on but the booking figures and the rate that is growing, shrinking or staying constant. The ratio that's reported will close sooner or later as suppliers ramp up and start getting that equipment out the door so I wouldn't get worried simply because the ratio changes. It's what comprises the change that will be important to track and which segment is changing. Even if some of the numbers change, the industry is operating at record booking and shipping levels. A flattening or simply even a slight drop going forward,still means that record shipments and revenue figures are ahead for this sector as well as profits. Bonderbill has proven time and again he as much an industry insider as any corporate officer. His use of the vocabulary and semantics of the industry in this post alone makes that fact undeniable. And does he refer to an industry topping out 6-9 months from now? NO! Is he concerned about what insiders do with their shares? NO! Don't believe me? Go over to Yahoo and ask him directly...after all, it's free! See if the insider -selling-based-dire-straits holds ANY credibility for someone who is immersed in the industry on a daily basis. (and Mr. Dragon, you may want to check out this post as well messages.yahoo.com As I've stated repeatedly, 1994 bears striking resemblance to right now, and that cycle had another 18 months left before the REAL top came)