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

To: Ian@SI who wrote (2726)3/14/1998 9:03:00 PM
From: j.m. lillich  Respond to of 5482
 
greetings:

any of you klicers out there interested in Cable Design Technologies (CDT)? kinda the same deal as klic, computer infrasrture co. seems that klics and cdts of the world win no matter what in info age, imnsoho.

i bought cdt after reading an article in Barrons on the Harvard U. endowment's position in the co. check it out. they're growing, acquiring, split 3-2 in Jan.

sorry if this if off topic. but it seems to me there is symbiosis in klic and cdt.

fwiw,

semimike (formerly tigermike pre s.e. asia meltdown)



To: Ian@SI who wrote (2726)3/16/1998 9:46:00 PM
From: Fred McCutcheon  Read Replies (2) | Respond to of 5482
 
Picked this up on the Cymer thread:

Message 3729216

There may be fewer fabs being built but it seems that there is still a growing demand for chips in total which all need slicing, bonding, testing and packaging. The market seems focused on the fabs rather than the back end processing where the B to B is over 1.1.

K&S seems to be the leader of the back end processing so why does it sell at less than 15 times earnings??

Fred


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