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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (58673)	1/3/2013 4:50:46 PM
From: Jerome	2 Recommendations Respond to of 95610

Hi Jacob, Your charts are correct. In this era of instant analysis, and rapid dissemination of information, any viewpoint more than a few months old is ancient history. It didn't use to be that way. Today it appears that future outlook is everything.. KLIC may burst above 13 or resettle back below 12. Your viewpoint has one advantage. The financial uncertainty about the national debt limit, could tank the market and take KLIC with it. In that scenario you win. Being the seasoned investor that you are, you recognize that some stocks work out well, and some you wish never showed up on your horizon. Due diligence is a wonderful thing until something totally unexpected dumps your stock selection into the recycle bin. Concerning KLIC....only 3 analysts cover the company and they have significantly underestimated earning for the last four quarters.The average estimate for this quarter is .24 cents (high estimate is .66 cents an the low is .03 cents.). Of the top ten mutual funds owning this stock, five are index funds. (not exactly a vote of confidence). My guess(and it is a guess) is that there is enough retooling going on to provide the need for more bonders.. All those hand held devices are the market drivers for more bonders. Probably LSI and ATML will also benefit from this move to tablets. I haven't been wrong yet this year, but there is still time. Jerome