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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: Donald Wennerstrom who wrote (109)	11/6/2000 3:17:28 PM
From: James Calladine	Read Replies (1) of 95896

KLIC AGAIN! (from Briefing) <<<15:06 ET Kulicke & Soffa (KLIC) 11 25/32 +1/32 ( -0.3%): After listening to company's conference call, Merrill Lynch lowering its calendar 2000 earnings estimate by 27% to $1.68 and slashing its calendar 20001 view by almost 91% to $0.25 (from $2.65). KLIC explained in the call that larger Asian subcontractors pushed out shipments from the current quarter and continued to delay new orders. >>> Best wishes, Jim

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