Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 211.04

-4.7%

12:00 PM EST

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To: Bill Jackson who wrote (3476)	8/3/2000 10:59:29 AM
From: kash johal	Read Replies (1) of 275872

Bill, I think you simply missed the point of K&S announcement. First K&S manufactures such flip chip bonders. One of their MAJOR customers has DEFERRED (not cancelled - but simply DELAYED) some orders into later quarter. This shows that at least ONE MAJOR company is slowing down. K&S to soften the blow stated that the deferral was due to SHORTAGES at its customer. Having said that if there was a HUGE shortage of such bonders they could simply ship earlier to an alternate customer and swap production with NO financial impact. It's pretty tough to read this as GOOD news. regards, Kash

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