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

To: HoodBuilder who wrote (2032)	11/6/1997 12:22:00 PM
From: Xianming Liu	Respond to of 5482

KLIC faithfuls: Here is a short note from Lehman Brother on KLIC. Headline: Kulicke & Soffa: AEA Update Author: Edward C. White, Jr., CFA 1(212)526-4744 Rating: 2 Company: KLIC Country: COM CUS Industry: ELECTS Ticker : KLIC Rank(Prev): 2-Outperform Rank(Curr): 2-Outperform Price : $31 @9:37am 52wk Range: $58-13 Price Target: $55 Today's Date : 11/05/97 Fiscal Year : SEP ------------------------------------------------------------------------------ EPS 1996 1997 1998 1999 QTR. Actual Prev. Curr. Prev. Curr. Prev. Curr. 1st: 0.82A 0.02A 0.02A 0.38E 0.38E - -E - -E 2nd: 0.54A 0.46A 0.46A 0.55E 0.55E - -E - -E 3rd: -0.13A 0.62A 0.62A 0.70E 0.70E - -E - -E 4th: -0.65A 0.58E 0.58E 0.75E 0.75E - -E - -E ------------------------------------------------------------------------------ Year:$ 0.60A $ 1.67E $ 1.67E $ 2.40E $ 2.40E $ - -E $ - -E Street Est.: $ 1.71E $ 1.72E $ 2.60E $ 2.61E $ - -E $ - -E ------------------------------------------------------------------------------ Price (As of 11/4): $30 1/2 Revenue (1997): 499.7 Mil. Return On Equity (97): 19.0 % Proj. 5yr EPS Grth: 14.0 % Shares Outstanding: 21.8 Mil. Dividend Yield: N/A Mkt Capitalization: 664.90 Mil. P/E 1997; 1998 : 18.3 X; 12.7 X Current Book Value: $12.56 /sh Convertible: YES Debt-to-Capital: 0.1 % Disclosure(s): C, A ------------------------------------------------------------------------------ The intermediate-term business outlook (March quarter and beyond) is very strong. The company has increased its production plan twice for the March quarter. The outlook for automatic wire bonders for the next 2-3 years is excellent. While new packaging technologies that do not use wire bonding are emerging, they will not be pervasive in 1998-1999. K & S has a long-term plan to offer a range of new packaging technologies from its Flip Chip Technologies joint venture. The company would make money by licensing these technologies. Almost all of K & S' equipment is shipped to customers in Asia. But these customers are often subsidiaries of U.S. chip companies, or contract assemblers that are experiencing translation gains. The potential impact of a product transition on the Dec. quarter put pressure on the shares. There is a strong backlog for delivery in March and beyond, and we think this presents a buying opportunity. BUSINESS DESCRIPTION: K&S is a leading maker of semiconductor equipment whose specialty is assembly -- wire bonding, die bonding, and wafer saws. ------------------------------------------------------------------------------ Disclosure Legend: A-Lehman Brothers Inc. managed or co-managed within the past three years a public offering of securities for this company. B-An employee of Lehman Brothers Inc. is a director of this company. C-Lehman Brothers Inc. makes a market in the securities of this company. G-The Lehman Brothers analyst who covers this company also has position in its securities.

To: HoodBuilder who wrote (2032)	11/6/1997 10:00:00 PM
From: semi engineer	Respond to of 5482

Mike and Don What is your prediction for the stock movement when KLIC announce 0.59-0.62 cents for the quarter??? Spike up $5 or down $2. I think it will spike(very briefly) up to $39.75 before settling down at $35ish. What do you think?? Scott would be more bullish during the conference. Right????