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

To: Donald Wennerstrom who wrote (4076)	8/5/2000 6:47:33 PM
From: Donald Wennerstrom	Respond to of 5482

By studying the table in the previous post, several points can be made. I will try to make a few of them. 1. The earnings estimates for the group have continued to rise in a monotonic manner ever since the recovery began in October of 1998. In this case, over the last 3 week period, the percentage increase for "this year" and "next year" earnings are 3.1 and 4.2 respectively. This performance is fairly typical compared to previous 3 week measuring periods. 2. The next year PE values have been beaten down to a ridiculously low value. These values are approaching those held by "value" stocks, not "growth" stocks. 3. Look at KLIC in the table. Over the last 3 weeks, the estimates have been raised 7 and 10 cents per share. I understand that some revisions have been put forth in the last day or 2, but the decrease in estimates so far have been relatively small compared to the total value of the estimate. 4. Look at ASYT in the table. It has one of the highest changes in estimates at 27 and 35 cents respectively. Nevertheless, it had an 18 percent loss in share value last week. Over the last 3 week period it has lost 45 percent in share value. It is now selling for a next yr PE of 8!! I could go on with more comparisons, but others can make the same observations for your particular stock of interest. Don W.

To: Donald Wennerstrom who wrote (4076)	8/5/2000 10:42:26 PM
From: Will Lyons	Read Replies (1) \| Respond to of 5482

Nice work Donald! Are the earnings for the calendar year or ? Big difference between those that end 2000 this Septemmber, ie KLIC, and others that end the year next March WL