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

To: Jacob Snyder who wrote (59793)	5/3/2013 5:29:42 PM
From: Jacob Snyder	1 Recommendation Respond to of 95378

Another interesting thing KLIC management has been talking about, is the flip-chip transition. Repeated statements: 1. KLIC has no current product ready, or in development, so..... 2. they will probably do an acquisition within the “interconnect” field, while staying away from front end-like process equipment. 3. growth: the flip chip bonder equipment market is likely going to be only one-third of the total bonder market in 2016 and will likely remain fragmented. 4. the main technology transition today is the continuing adoption of copper. 210.51.45.16 my comment: maybe the reason they aren't even discussing a dividend or stock buybacks, is the necessity of an acquisition soon.

To: Jacob Snyder who wrote (59793)	5/4/2013 1:03:17 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95378

I think you are right. Within the next week or two, further changes to the estimates should take place. This week KLIC took a relatively small hit to their Nxt Yr earnings estimate from 1.53 to 1.45. Previous Curr Yr earnings estimate of 0.90 was reduced to 0.77. Since KLIC's FY ends in September, Curr Yr ends in 5 months with Nxt Yr covering the next 12 months after that. A short term "blip" to the downside in Curr Yr could be overlooked much easier than further deterioration of the Nxt Yr estimate with respect to the stock price.