Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 352.77

+1.2%

Feb 9 4:00 PM EST

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To: semi2000 who wrote (100)	11/3/2000 6:31:10 AM
From: scott_jiminez	Read Replies (2) of 95909

Well, semi2000, I see your head is still firmly ensconced in the sand. You're still blaming the messenger (Klic) for the message (slowdown in the industry through early next year). Perhaps this will activate the appropriate neuron Message 14716944 or maybe this Message 14716960 Deal with it, dude: if Klic has order push-outs or cancellations, it's the preverbal shot across the bow. To repeat, just like August, Klic is once again the harbinger. And to repeat as well, investors appeared to have begun anticipating this slowdown long before it was evident so the opposite may occur as the evidence surfaces. Klic is as well run as Amat or Ter or Klac. Its a volatile industry. Get used to it.

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