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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: patron_anejo_por_favor who wrote (8223)8/2/2000 10:10:41 PM
From: chic_hearne  Read Replies (1) of 436258
 
Re: KLIC

Patron, from that article:

"....due to space constraints and wafer and substrate shortages affecting these customers."

The current semi cycle is winding down because of shortages of components instead of oversupply?

You know how dumb I think these ANALysts are, they'll trash 'em even though this really just restates the current undercapacity problem.....
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