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Technology Stocks : Kulicke and Soffa
KLIC 44.98+3.1%Nov 26 3:59 PM EST
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To: olduvai5 who wrote (4926)9/6/2001 3:23:31 PM
From: Ian@SI  Read Replies (1) of 5482
 
NVLS painted a somewhat different picture for the recovery.

1. 300mm is real.
2. 200mm capacity is being shut down.
3. Robust 300mm pilot lines are now being built.
4. MIgration to 300mm from 200mm is being driven by productivity not demand.

This would imply that the leading 300mm Front End Equipment suppliers may well recover first this time.

Ian
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