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 (4044)	8/4/2000 1:33:18 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 5482

I suppose the repetition of why we disagree with you must appear just as tedious as the constant drone of your points. You also seem to forget that there was no insider activity from late 1997 through early 1999. From September 1999 through March of this year the stock tripled. It's that simple. And BTW, you sold at $35, not $70.

To: Red Dragon who wrote (4044)	8/4/2000 1:33:53 PM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 5482

Over on the LRCX thread, Jerome posted a reference from CNBC.com that had a perspective of the semi-equips Message 14162511 It also mentions KLIC so I thought I would repeat the information here. cnbc.com The specific part on KLIC is copied below, but the whole article should be read for context. "Kulicke & Soffa Industries Inc. {KLIC} It isn’t a household name and probably won’t be anytime soon, for that matter, analysts say. The company makes assembly-equipment products that help complete the chip’s electrical circuit. Despite a year of losses in 1999, the company is poised to post earnings of $2.04 and $3.01 for 2000 and 2001, respectively, according to First Call Corp. consensus estimates. It could be considered a bargain, though, trading at just 7.3 times next year’s earnings. The company’s sequential revenue growth for the fiscal third quarter ended June 30 slowed significantly. A large portion of its orders come from contract-packaging houses. Kulicke & Soffa reported Thursday that it is delaying some shipments that could affect near-term results." If this is representative of the thinking in the analyst and reporting community, we are in dire trouble indeed. Don W.