Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 39.04

+1.6%

11:37 AM EST

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To: Gottfried who wrote (3503)	9/24/1999 1:55:00 AM
From: bob oserin	Read Replies (3) of 5482

Gottfried, you indicate a big "maybe" as to if the effected semi-mfrs have to order new equipment. "If" they do (and I suspect they do) the next question is "when" will they order? Remember, they have to rebuild facilities, train replacement workers for those lost, and arrange financing. If financing becomes a problem, KLIC will be in a position of having to provide a large part of the cost of the equipment with deferred payments, at best. This could mean an immediate cost factor to KLIC without concomittent revenue. This scenario would apply to the whole industry, interferring with an industry-wide recovery. Could be others see it this way also; resulting in today's equipment-makers downdraft!! All this is MHO! BOB O

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