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Kulicke and Soffa Industries, Inc. Message Board

  • voplez voplez May 1, 1999 6:50 PM Flag

    Down? I don't think so.

    Klic had started recovering before the earnings
    report. Considering the magnitude of the earnings miss,
    the reaction was minimal (and the stock traded only
    about 1.4X normal volume on Thurs. indicating most
    institiutional investors holding firm). There was very little
    follow thru selling on Friday (~250K shares traded thru
    ~3 PM) and strong buying at the close (and as has
    been the case in the last 3 months, we tested 21 and
    bounced right back).

    Insiders aren't selling, the
    short sales are extremely bullish, and the company has
    a great business plan.

    Expect a rapid
    recovery and a breakout above 30 soon.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Let's also remember the investment mantra for the equipment stocks (also the title of a thread on SI):

      Semi-Equips - Buy when BLOOD is running in the streets!

    • Excellent post. Keeps everything in perspective. IMHO KLIC will be just fine for patient investors.

    • Once again, people are portraying the situation
      for Klic without the perspective of the entire
      semi-equip. group. It distorts the stock's relative
      performance - in the absence of considering the performance
      of the sector - to make it appear that Klic is
      approaching critical support points BY ITSELF.

      Just
      about every equipment stock I run through some basic
      charting software produces the same quality of momentum
      etc. numbers.

      YES, there are differences...but
      they fall within the standard deviation of the
      performance of the sector.

      Its simply disingenuous to
      present Klic's performance out of context like that.

    • If 200 DMA is broken we'll probably see bargain prices again in short order. Beta? What's Beta?

    • Count, you are actually looking at what I have
      been following over the last couple of months. Short
      term the stock has been under selling pressure. The
      stock as you observe has had difficulty moving over the
      50 DMA. This was the basis for me selling the stock
      a few weeks ago. The $2000 question is whether or
      not the stock can stay above the 200 DMA or not. My
      gut feeling is that we will stay above that level and
      move higher but there is nothing technically speaking
      to support that.
      Finally, my TA squares with my
      fundamental analyis which is that: things in chip land may be
      better then they were a few months ago but they are not
      a rosy as the stock prices say they are. Put
      another way, the stocks just got ahead of themselves and
      they are just correcting some of the excess. I think
      this process has run its course at least as far as
      KLIC is concerned and that is why I upgraded to
      accumulate. I don't think we will break the 200 DMA but if we
      do look out below.

      Regards DOX

    • KLIC is not AMZN. It will not keep increasing
      in price as the losses mount.

    • Sorry to say but your 'feelings' are clearly
      getting in the way. As everyone else seems to know, Scott
      is in charge of this ship...and he continues to
      prove it day after day. Maybe you ought to stick with
      analyzing the supermarket business (perhaps
      Superfresh?).......

    • I can't nswer that question because I don't know
      the other company. However, I was under the
      impression that Klic's main competitors were Essec, a Swiss
      firm and Singikawa(doubt I spelled it correctly) a
      Japanese firm.

      I do know of ASM lithography but
      that is a different process.


      From
      everything that I have read, Klic's products are superior to
      everyone elses. We will have to see what AMAT does in a
      week or so. If they can't light the fire under the
      group no one can. We should also get May BTB around the
      18th too.

      Stan

    • In response to #1952,,I will hope to clear the
      air..First i'm not Allen Presley.Yes Scott Kulicke is a very
      talented man in his own right,but its Mr. presley who
      advises him on all key issues.He was responsible for the
      oversight and roll out of the series 8000 family wire
      bonders.He overseen the design of the 8020 and roll out in
      97.Also I don't have a beef with the company.I just feel
      so strongly that without Mr. Presley klic might as
      well make sausage equipment.I dumped most of my stock
      since his departure in Feb.

    • Stan - can you answer rebelstk's question regarding the pricing of ASM's vs. Klic's machines. Is this an accurate comparison or, as many have alluded to, are K&S's models significantly superior?

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KLIC
14.43+0.12(+0.84%)Jul 22 4:00 PMEDT

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