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

To: Henry D who wrote (3295)4/30/1999 4:14:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 5482
 
In the conference call, Scott indicated that he's taking a 10 to 20 year view in building KLIC to be the "AMAT" of the BackEnd.

It's quite conceivable that analysts don't like the short term earnings prospects that come with that philosophy.

I'd rather have a company that thrives rather than one that produces short term earnings until it finds itself as the last maker of buggy whips in the age of the automobile.

Just a guess,
Ian.



To: Henry D who wrote (3295)5/3/1999 1:25:00 AM
From: Math Junkie  Read Replies (1) | Respond to of 5482
 
Re: <<why is stock down if bookings almost doubled and profitability and visibility is improving???? >>

I believe I heard CNBC saying that they had a disappointing earnings report. Kind of strange, since from what I've read here, it sounds like they met expectations and had bookings double.


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