Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jerome who wrote (3803)	5/22/2000 6:27:00 AM
From: scott_jiminez	Respond to of 5482

Hello Jerome - You are, or course, correct. And, of course, your leading sentence could describe countless stocks including CSCO, MSFT etc. However, these stocks have TTM and implied PEs (for FY2000 FY2001) double, triple, or quadruple that of Klic. That's provides a factual basis for being optimistic that Klic will recover faster and further than most. I believe the posts I linked to in my previous message provide substantial evidence that Klic WILL recover soon and will have a stellar performance in the next 12-18 months as the stock catches up in valuation with the rest of the sector. Your post did not come across as critical of either myself or Dragon. My posts towards Dragon have been harsh as his tunnel-vision attitude is a sloppy approach when attempting to evaluate future trends. One can only make a reasonable analysis when ALL the data is incorporated into a stance, not simply those facts which support your view. Thanks for your input. Best wishes, Scott.