Scott,
Are you familiar with the term ad nauseum. Every thread I read (3) has your shrill comments. You are not adding much to the discussion. KLIC, a back end company, is NOT necessarily a canary for front end AMAT, NVLS, LRCX, KLAC, ASML, etc. Other back end companies, COHU, TER, EGLS, have announced slowing or declining orders. Since chip demand has healthy projected growth rates, the back end slowdown merely reflects the need for more new fabs and front end equipment to go into production.
Cary |
