Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Wysocki who wrote (2504)	1/22/1998 9:50:00 PM
From: HoodBuilder	Respond to of 5482

This is a very upbeat article but I have a few problems with KLIC as we move forward based on CC comments. My question is relative to earnings due to increased margins on 8000 series product with lower unit volume. If this past quarter KLIC earned $.29/share based on only 20% of their volume being 8000 series machines and this quarter they expect it to rise to 50% of product shipped then why are we looking at flat revenues unless there are major order cutbacks? The following quarter they expect almost 100% of shipments to be 8000 series machines and once again forcast flat earnings. As most long termers on this thread know I've been the ultimate KLIC Bull, but after today's CC I'm really concerned about the next 12 months. As a long term investment I have no doubt that KLIC will again rise to the occasion in the next "up cycle". For now it looks as if we'll visit the mid teens before we return to the high 20's. As far as a value play, the article was accurate but comparing KLIC to other semi equips is not as important as recognizing that revenues are forcast not guaranteed and as I've said before, Asia ain't goin' away overnight. If Taiwan, Japan or other countries that are currently buying product from KLIC have similar problems then what? I remember the summer of 1996 and I don't want to see that movie again!