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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.96+5.5%3:59 PM EST

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To: Charles R who wrote (17476)11/2/2000 10:38:01 PM
From: tejekRead Replies (2) of 275872
 
So, this is a industry problem and not just KLICs. The question is are the current expectations for KLIC and other players in line with this. I am afraid the answer is "not quite". We may have to go through Q4 for all this to be digested.

Charles,

Do you know which other equipment makers have warned?

ted
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