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Technology Stocks : Alliance Semiconductor

ALSC 0.810

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Jul 10 5:00 PM EST

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To: Ram Seetharaman who wrote (8078)	8/3/2000 10:18:25 AM
From: Peter H. Mack	Read Replies (2) of 9582

The ZD net news on KLIC seems to indicate that the buyers delayed but didnt cancel. This news indicates wafer shortages are beginning to hurt. It also looks as if package shortages are present too. ................................ from ZD-Net Orders for its 8028 ball bonders were originally scheduled to be built and shipped during the fourth fiscal quarter, but were pushed back due to space constraints and wafer and substrate shortages affecting certain customers. "In general, demand continues to be very strong for all our products, but a few of our customers seem to have gotten a little ahead of the industry's growth curve," CEO C. Scott Kulicke said in a release. "We expect that they will resume their recent order patterns in the near future, and that in spite of this pothole, K&S will continue to report financial results at near record levels." pete

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