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Kulicke and Soffa Industries, Inc. Message Board

  • maxxpayme maxxpayme Apr 30, 2013 9:28 AM Flag

    soooo? Happy with ER? pretty quiet on this board today

    What is the read from you fundamental folks? Curious on your take on the quarter and the forward guidance...

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    • Backlog at $58M is the lowest I've seen over the past few years. Order rate was in the mid-90's for the second qtr. in a row. Haven't seen back to back quarterly order rates that low in the past few years either. Usually a weak 1st qtr. order rate has been followed by a much stronger 2nd qtr. Did not happen this time which makes 3rd qtr. revenue guidance understandable. Curious if the incoming new order rate so far in the 3rd qtr. has picked up at all. Was it addressed on the call? If the perception is that the fiscal 1st half was a temporary lull in a multi-year run that still has legs (copper transition) then I guess I can see the stock price holding up, but it will be difficult to get a pop beyond the $11 range. Looks like we tread water for a while. That's my take,

    • I can't believe it's holding up this well.

      I see an old short/spammer has reappeared.

      I forget if that poster is the kind to show up and say how he shorted it at the top or not.

      No rush to do anything. But I may today anyways.

      Can't believe it's holding up this well.

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