Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 203.76

-1.1%

Nov 21 3:59 PM EST

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To: chris431 who wrote (17466)	11/2/2000 9:03:29 PM
From: tejek	Read Replies (2) of 275872

KLIC Announces Reduced Expectations for the First Fiscal Quarter of 2001 biz.yahoo.com Thursday November 2, 6:36 pm Eastern Time Press Release Kulicke & Soffa Announces Reduced Expectations for the First Fiscal Quarter of 2001 Obviously this release is not particularly a big surprise but it does imply that their business is worsening. First it seems to me that the new fabs should not be coming on line until sometime in 2001. I say that because it was the summer of '99 that we first heard of fab shortages and at the time, the only one under construction was Dresden if I remember correctly. In addition fabs were starting to undergo upgrading like transistioning to 0.18u in 1999/2000. And now its to 0.13u. In addition the first real sequential drop in book to bill was September. So I can understand if equipment makers have stopped ramping....but to warn this early in the cycle? I am bringing this all up because I have to believe that KLIC's warning is more company specific than industry wide. Does anyone know the company and whether this is a problem mainly confined to KLIC? ted

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