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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: David Rosenthal who wrote (18461)4/2/1998 8:46:00 PM
From: FJB  Respond to of 70976
 
The 8060 wedge bonders cost $200,000 max(but possibly less) according to the 10K. So 100 would be about 16% of last Q's revenues. The stock is off 60% from its highs and trades at less than 1X sales. I have no idea if this was discounted into the stock or not, but I do know that KLIC carries the lowest valuations in the sector, because it usually gets hit by cancellation like this during downturns.

Bob



To: David Rosenthal who wrote (18461)4/2/1998 9:03:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 70976
 
Dave,

a bonder sells for about $60,000. You only overestimated by 1 order of magnitude.

Whether to worry about the cancellation depends upon whether or not unit volume will fail to rise. If customer A doesn't package the chips then customer B will. Given that KLIC has a near monopoly on this equipment, they will sell to whoever is getting the business.

Any guesses re KLIC's close tomorrow? Up or down?

Ian.


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