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Re: None

Thursday, 08/03/2006 9:19:26 PM

Thursday, August 03, 2006 9:19:26 PM

Post# of 173802
hweb- scabar has some good points.

hweb- I now own KTCC. Note that KTCC has given preliminary guidence of $.18-$.22 for the June qtr, and the stock is selling at $7, which is about an 8.5 PE going forward. Note that SMTX, which is in the same sector, didn't go up much in after hours and at $3 is selling for a 8.5 PE going foward also. Could it be that the EMS sector as with the Semi sector will only demand single digit PEs no matter what the present growth is as there is strong speculation that down the road six months, these cyclical comapnies will take a hard turn for the worst. I am a bit skeptical myself right now, watching how KTCC has not even broken a 9 PE going forward even on the super preliminary guidence. What do you think? Wade


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