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

To: scott_jiminez who wrote (4075)	8/5/2000 6:24:56 PM
From: Donald Wennerstrom	Read Replies (3) \| Respond to of 5482

The following table gives some insight into recent earnings estimates and subsequent next year PE values based upon Friday's closing prices. The earning's column shows the latest consensus earnings by Zacks for this year and next year earnings and the difference from the values 3 weeks ago. There have been small changes, but the group sum shown at the bottom of the columns is up over the 3 week period. Note the very low values of next year's PE ratios. 8/4/00 8/4/00 7/14/00 CLOSE PERCENT EARNINGS EST EARN 3 WK CHG PE SYMBOL PRICE CHANGE CURR YR NEXT YR CUR YR NEXT YR NX YR COHU 16.00 -11 2.36 2.74 0.00 0.00 6 KLIC 16.50 -26 1.90 2.79 0.07 0.10 6 ASYT 19.94 -18 2.04 2.61 0.27 0.35 8 EGLS 18.00 -5 2.21 2.24 0.04 -0.03 8 SMTL 11.97 -13 0.92 1.36 0.03 0.08 9 MTSN 15.88 -12 1.10 1.69 0.07 0.05 9 LTXX 15.56 -27 0.82 1.59 0.00 0.00 10 GSNX 18.88 -23 1.20 1.83 0.15 0.18 10 LRCX 23.75 -15 1.93 2.30 0.04 0.17 10 FSII 14.13 -9 -0.11 1.25 0.07 0.13 11 HELX 29.06 -5 1.79 2.56 0.01 0.06 11 CMOS 39.56 -6 2.59 3.45 0.02 0.01 11 ATMI 22.81 -9 1.35 1.88 0.00 0.00 12 TER 51.31 -14 3.11 4.04 0.07 0.12 13 DPMI 58.00 -3 2.86 4.47 0.07 0.58 13 IMSC 16.06 -5 0.96 1.22 0.01 0.02 13 SVGI 25.69 5 1.21 1.80 0.05 0.08 14 PLAB 22.00 -8 0.85 1.49 -0.01 0.01 15 CYMI 37.69 -8 1.74 2.55 0.20 0.20 15 BRKS 40.00 -12 1.59 2.63 -0.01 -0.02 15 NVLS 45.38 -12 2.27 2.97 0.13 0.19 15 SFAM 17.13 -12 0.86 1.03 -0.03 0.23 17 PRIA 41.19 0 1.10 2.31 0.01 0.04 18 KLAC 45.00 -12 2.11 2.52 0.06 0.14 18 AMAT 67.75 -8 2.35 3.37 -0.01 -0.01 20 UTEK 16.19 -3 0.17 0.79 0.01 0.06 20 TGAL 5.19 -15 -0.21 0.23 0.00 0.00 23 VECO 69.00 -4 1.37 2.72 -0.09 0.00 25 NANO 36.63 10 1.05 1.38 0.10 0.13 27 ASML 34.06 -8 0.79 1.28 -0.03 0.06 27 PHTN 46.38 -17 1.19 1.48 0.04 0.03 31 WFR 15.94 3 -1.18 -0.07 0.00 0.00 CFMT 7.63 -15 -1.64 -1.15 -0.01 -0.20 TOTALS 960.26 -9 42.65 65.35 1.34 2.76 SOX-X 921.02 -4 COMPQX3787.36 3

To: scott_jiminez who wrote (4075)	8/5/2000 7:24:44 PM
From: Red Dragon	Read Replies (1) \| Respond to of 5482

I should clarify my viewpoints on SK's comments SK did the right thing in preannouncing the order pushouts. In fact, if management knew about them and witheld that info, it would have been irresponsible. No problem there. It was the right thing to do. (1) Where SK is being very reckless is making such bold statements like "the top won't happen until 2002." He's been in the business for decades, and he should know better than that. No one knows for sure, of course. People will trade (buy) on this very public opinion, and it's probably grounds for a lawsuit if it doesn't turn out to be true. Even if he does turn out to be correct, it's still reckless for a CEO to blurt out such risky statements. (2) Where SK is being very unprofessional is his constant whining about the stock price. On the last conference call, several people said SK seemed to be chiding the analysts for the weak stock price - but they all had "buy" recommendations at that time! Giving a raspberry/bronx cheer to analyst Joseph, even in fun, is just unprofessional. That's what I mean by reckless and unprofessional. Everything else he is doing, like preannouncing the order pushouts, is appropriate. Finally, did anyone catch this comment? But few seemed to pay any mind to Kulicke's pleas. On the conference call, an analyst pointedly reminded the CEO that he issued the same assurances a few months prior to the industry's last downturn a few years back smartmoney.com