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

To: HoodBuilder who wrote (3984)	8/2/2000 10:17:07 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 5482

Sorry Mike - I am a true eyesore in the wake of your shadow. Here was the 'obvious' statement you made last week, 'I maybe stating the obvious or even repeating what someone has already posted but it appears to me that the semi equipments are being sold because the street believes that there's no way for them to post significant year over year EPS growth compared to current numbers. We all know Wall Street hates a slowing growth story.' Your groundhog activity this evening was to reassert the obviousness of this statement. So let's see, Scott K. states that the supply of parts and lacking space can't match demand (order delays due to 'due to space constraints and wafer and substrate shortages affecting these customers'). So (guessing here) let's chop off 10% off Q4 FY2000 and 10% off FY2001. At the same time we must place those orders back into Q2FY2001. By definition that is 'significant year over year EPS growth compared to current numbers.' Even more significant on a year to year basis than was previously believed. Since I am such an ardent fan of SK and his company, I 'obviously' can't view this with objectivity. Could you show me where the press release indicates an order for even 1 bonder was cancelled? When a company tells investors it must delay shipments due supply/space constraints - due to unprecedented demand - is the proper response, 'It's obvious there are slower growth times ahead'. Perhaps obvious to you, Michael. Is it 'obvious' to anyone else?