Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 46.29

-0.9%

Dec 29 3:59 PM EST

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To: FLSTF97 who wrote (3390)	7/3/1999 1:23:00 PM
From: Kellenberg	Read Replies (1) of 5482

FLSTF97 writes, <I would rather hear that KLIC is competing well on the integrated line side and incorporating ESEC bonder "when demanded". On the other hand, if ESEC is doubling production, I would assume KLIC is not far behind.> Good assumption FLS, this fits with the fact that we've seen a fairly dramatic increase in component part production from KLIC in the last few months. KLIC's production of the 8000 series machines is ramping up - we're not quite to the levels (for part orders) that we had seen in 1997 (for the 7000 series) but we're not all that far off. Personally, I'm looking for better than expected results for the next couple of quarters - solely based on the amount of work that is flowing through our shop. This, of course, is subject to change - if you think the stock is volatlie - you should see what they do to part suppliers when things start to go south! But with Asia on the rebound and the pickup in workflow having really just started 2 or 3 months ago I think that we're pretty safe to see some solid gains for a while. Let you all know if things change for better or worse. Good Luck John

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