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: Red Dragon who wrote (3812)	5/26/2000 5:18:00 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 5482

By the way, how come no one else is weighing in with their opinion? It's like breaking up a fight between two pit bulls. <gg> KLIC numbers are the reason I bought the stock. If the sequential rev/EPS growth slows then I might worry. $1.42/1 book to bill for the semis is still a strong number. The June quarterly should speak more loudy than insider sales. EPS Mar00 0.80, Rev increase y2y 202.0% Dec99 EPS 0.52, Rev increase y2y 194.0% Sep99 EPS 0.30, Rev increase 101.3% Jun 99 EPS -0.03, Rev increase 20.8% Mar 99 EPS -0.32, Rev increase -38.7% All data supplied by Briefing.com If there are stronger numbers posted on briefing.com, I like to see them. I think the exit time is January 2001, but one is never sure. The semi/chip industry is adding capacity as fast as they can. Several component companies reported shortages in April, CXNT, MOT, etc. Most momentum players can't even defend why they own a stock in the first place so selling is indiscriminate at times. No one wants to be caught on the semi downturn for the cycle. Maybe we have seen a premature exit by traders. By mid July we will know the June numbers. Until then, why give your shares away. Jack

To: Red Dragon who wrote (3812)	5/27/2000 7:47:00 PM
From: Gottfried	Respond to of 5482

Red, you asked >how come no one else is weighing in with their opinion?< Scott and the main posters on the Yahoo board believe in a 3-4 year cycle. Let's assume it is only 3 years, then we're more than halfway through it with a little over a year to go. Since everyone looks ahead, the future should be discounted for the downturn sometime this year. Because of the interest environment and the possibility of a slowdown of the economy, there is increasing uncertainty about the duration of the cycle - at least in my mind. [Yes, I know about Intels additional cap spending]. For KLIC to reach its 52 week high again it has to double. Then, to reach the $150 goal so often propounded on the Yahoo board [but not lately] it must nearly double again. I find the latter very unlikely, seeing that we may be only a little over a year from a SEMI orders peak. Your concerns are well put, but I hasten to say I don't know if they are valid. Blind confidence in a 3-4 year cycle length MAY lead to disappointment. After all, the stock price does not depend on informed people like Scott and some of the Yahoo posters. It depends on much simpler investors who happen to have more money. I find nothing wrong with your caution. And you have made it clear that you are NOT certain. Anyone who is should think again. Gottfried