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

To: w0z who wrote (4317)	9/24/2000 9:44:36 AM
From: scott_jiminez	Respond to of 5482

Bill - in the stats I posted last week (http://www.siliconinvestor.com/readmsg.aspx?msgid=14395992) there's quite a divergence between First Call's growth estimate for Klic and that of S & P. The S & P report was issued that day while the First Call's data is less timely. However, the ~18% figure has been around for a while although you are correct that the discrepancy between Klic's estimated growth rate and that of its peers makes no sense. Your idea of assigning 20% to all the back-end companies is an appropriate approach. The effect would be a further lowering of Klic's PEG thereby further reinforcing the 'blue-light special' status of the stock.

To: w0z who wrote (4317)	9/24/2000 1:16:38 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 5482

Bill - Removing growth as a variable and making the number the same for all stocks creates a table where next year's PE and PE/G correspond on a "one-to-one" basis. The results are shown below. 9/15/00 9/22/00 NEXT SUM LONG CLOSE CLOSE PERCENT YEAR 2 YR TERM SYMBOL PRICE PRICE CHANGE PE EARN GROWTH PE/G KLIC 14.63 14.44 -1 6 4.34 20 0.31 TGAL 4.19 3.88 -7 7 0.51 20 0.34 COHU 18.00 16.19 -10 7 4.26 20 0.35 ASYT 21.00 22.00 5 8 4.91 20 0.42 GSNX 17.00 14.25 -16 8 2.96 20 0.42 EGLS 20.44 17.88 -13 9 4.52 20 0.44 TER 51.88 39.00 -25 9 7.23 20 0.45 LTXX 21.81 20.63 -5 9 3.80 20 0.46 CMOS 43.88 35.88 -18 10 6.98 20 0.48 LRCX 23.94 23.31 -3 10 4.44 20 0.49 MTSN 18.97 16.25 -14 10 2.94 20 0.52 HELX 36.44 31.13 -15 11 4.59 20 0.56 CYMI 37.13 32.53 -12 11 4.93 20 0.57 ATMI 24.50 23.34 -5 12 3.22 20 0.59 FSII 15.88 14.50 -9 12 1.21 20 0.59 SMTL 12.50 13.88 11 13 1.98 20 0.64 SVGI 25.25 23.94 -5 13 3.12 20 0.64 IMSC 16.88 15.50 -8 14 2.21 20 0.69 DPMI 64.88 64.00 -1 15 7.14 20 0.73 BRKS 42.63 38.00 -11 16 4.26 20 0.82 PLAB 24.00 24.25 1 17 2.33 20 0.84 PRIA 26.38 22.38 -15 17 2.03 20 0.86 KLAC 49.88 43.38 -13 19 4.86 20 0.93 NVLS 55.06 52.75 -4 19 5.32 20 0.97 AMAT 73.13 70.00 -4 21 5.94 20 1.04 UTEK 17.13 17.13 0 22 0.97 20 1.11 ASML 35.00 32.63 -7 27 2.02 20 1.36 WFR 15.63 14.25 -9 30 -0.29 20 1.52 NANO 45.00 52.00 16 31 2.60 20 1.57 PHTN 45.00 49.53 10 32 2.74 20 1.60 VECO 99.88 90.25 -10 32 4.16 20 1.61 SFAM 13.94 13.13 -6 -0.13 20 CFMT 9.69 8.50 -12 -2.48 20 TOTAL 1041.55 970.71 -7 SOX-X 974.59 926.53 -5 COMPQX3835.23 3803.76 -1