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.

Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: mph who wrote (49589)	8/21/2000 12:36:34 PM
From: Lost1	Read Replies (1) \| Respond to of 63513

what did you pay for KLIC? I assume you bot AFTER the big drop. I like it going forward..just need a PB to buy in.. YHOO running per the anti-guru's touts of last week

To: mph who wrote (49589)	8/21/2000 2:36:01 PM
From: John Pitera	Respond to of 63513

KLIC is interesting in that they gave the warning on AUgust 3rd so some will be selling on strength and yet leh has a good point about being able to buy at an unusually low price. next earnings should be Oct 19th --------------- 09-Aug-00 10:00 -- 11:00 ET Kulicke & Soffa (KLIC) 15 15/16 +1/2: FS Van Kasper downgrades maker of capital equipment for semiconductor manufacturing to BUY from STRONG BUY. 04-Aug-00 10:00 -- 11:00 ET Kulicke & Soffa (KLIC) 16 1/16 -9/16: -- Update -- Mrgn Stnly Dn Wttr downgrades maker of capital equipment for semiconductor manufacturing to NEUTRAL from OUTPERFORM. 04-Aug-00 10:00 -- 11:00 ET Semiconductor Capital Equipment : Lehman Brothers believes industry upturn is still in its early stages and would use recent weakness resulting from Kulicke & Soffa’s (KLIC) customer pushouts as a major opportunity to buy the stocks; very strong electronics demand continues, new chip capacity is still limited, and there have been no cancelations of orders. 03-Aug-00 15:00 -- 16:00 ET Kulicke & Soffa (KLIC) 16 1/16 -6 1/16: -- Update -- Lehman Brothers upgrades to BUY from OUTPERFORM; believes current weakness represents rare opportunity to purchase KLIC; says company is experiencing some customer pushouts, but believes this reflects a balancing of the capacity ramp-up, not the end of the cycle; reduces FY00 estimate to $1.98 from $2.04. 03-Aug-00 11:00 -- 12:00 ET Kulicke & Soffa (KLIC) 14 3/4 -7 3/8: -- Update -- Wit SoundView downgrades to HOLD from BUY after company issues earnings warning. Robertson Stephens downgrades to LT ATTRACTIVE from BUY. Also, Janney Mntgmy Scott downgrades to ACCUMULATE from BUY rating with price target of $30. 03-Aug-00 BEFORE THE OPEN Kulicke & Soffa (KLIC) 22 1/8: -- Update -- ABN AMRO downgrades to OUTPERFORM from BUY, sees current problem as a detour rather than a train wreck, expects this is a pause rather than the beginning of the end; SG Cowen downgrades to NEUTRAL from BUY. 03-Aug-00 BEFORE THE OPEN Kulicke & Soffa (KLIC) 22 1/8: Semiconductor equipment maker announces customer order deferrals and push-outs for its 8028 ball bonders due to space constraints and wafer and substrate shortages affecting certain customers; warns that issue may impact Q1 and full year results; company says it hopes "no one overreacts to this news," as demand remains strong; see press release.