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

To: bob oserin who wrote (2445)	1/12/1998 8:33:00 PM
From: HoodBuilder	Read Replies (3) \| Respond to of 5482

Bob, I saw this post and had to respond. I think it would be extremely difficult for KLIC to earn anywhere near $2.45 for the year. Even if the second half of the year is the best half in company history and they do $.65-$.70/quarter for two quarters we'll never get there. I believe that Q1 to be reported next week will be less than $100 million and the number should be in the mid $.20's. The current Q will be a little better due to more 80XXs moving out the door but unless the Asian problem goes away soon (not likely) I can't imagine more than low $.30's. With that said my estimates at best, assuming a spectacular 2nd half put us at +/- $1.80 - $1.90 for the year. If I'm anywhere near correct it maybe at least 12 months before we ever see the high $20's or low $30's for the stock. The fear that the street has( and rightfully so) is that with the cyclical nature of KLIC's business a run rate is almost impossible to develop, hence the low P/E. Don't get me wrong, I still love KLIC I just can't say the same thing for our friends on Wall Street.