Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 39.19

+2.0%

Nov 10 3:59 PM EST

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From: scott_jiminez	10/23/2001 8:03:11 PM
	of 5482

From Yshoo regarding the BtB... =================== New orders were down for the front end, but new orders were up for the back end in September. The BtB for September for the back end was 0.67 (up from 0.56). Bookings were up from $88.5 million to $91.8 million. Along this topic, activity at the sub-con's in Taiwan (K&S's turf) has seen some increase, driven by motherboard activity as well as telecom (yes, handsets have some life). Still foggy out there, but there are a number of indications that the inventory pipeline has been drained for a number of devices which is resulting in increased activity and spot orders. Not clear yet, but it's better than a stick in the eye. =================== messages.yahoo.com

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