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

To: Gottfried who wrote (4388)	10/10/2000 10:23:39 PM
From: Z Analyzer	Respond to of 5482

Do we get much feedback on this thread from those in the industry or even with access to the brokerage reports. A couple days ago I was talking with a friend who owns a small semi eqip company who mentioned that he had just had lunch with the president of one of the major firms who was scared to death that next year could shape up like 1998. Seemed inconceivable to me given the better state of Asia and the broader demand for semis but it kept me from adding other positions on top of KLIC. My friend also talked about the superior positioning of the front end versus backend companies. The market seems to be saying this dire scenario is plausible. What are the experts saying? -Z

To: Gottfried who wrote (4388)	10/12/2000 1:42:08 PM
From: TimF	Read Replies (1) \| Respond to of 5482

OT RE: KREM KLIC has more then 10 times as much net income, but a market cap about 60% of KREM. AMD my biggest holding probably sells more chips (if you include flash memory and chipsets) then KREM sells dozens of donuts and has more then twice as much profit as KREM has revenue, but its market cap is less then 7 times that of KREM. Both KLIC and AMD are growing faster then KREM and are in markets with more long term growth potential. (Donuts aren't a big growth industry. KREM can only grown fast by gaining a lot of market share). If only KREM puts were not so expensive. Tim