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

To: Red Dragon who wrote (4098)	8/7/2000 8:12:40 PM
From: TimF	Respond to of 5482

On SIs profile page for KLIC - "For the 6 months ended 3/31/00, revenues totaled $402M, up from $134.7M. Net income totaled $34.8M vs. a loss of $23.6M." I took the $34.8mil net income figure for 6 months and doubled it. (the 6 months before where less but the 6 months leading to 9/31/00 will be more). I then went to quicken.com's Intrinsic value page. I out in only 6.43% (industry 3 year growth rate) as the growth and discounted future growth by 15%. Even with all of these very conservative assumptions, Quicken calculated an intrinsic value of $17.83. I particuarly liked this statement. "Given the above earnings and discount rate, KLIC must grow earnings at a rate of 5.3% annually for 10 years to justify its current stock price of $15.88." Does anyone think KLIC will not grow atleast 5.3% year on the average for the next 10 years. I know that such tools are fairly useless as stock price predictors, but I did think find it interesting. quicken.com