Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 235.13

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Nov 10 3:59 PM EST

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To: Kirk © who wrote (73)	10/24/2001 3:53:20 PM
From: Math Junkie	Read Replies (1) of 25522

I never left it. I just go wherever I find interesting discussions. I don't know if the pattern was ever proven, but there was some talk in past cycles, on some thread or another, about people having noticed that KLIC appeared to start its recovery before the rest of the sector. There was speculation that it might occur because as unit volume picked up, there would be more need for packaging machines. Of course, one could make the same argument about any fab equipment, so I was never completely sure of its validity. I suppose it's possible that when chipmakers slow down their cap-ex, orders for packaging machines might get pushed out preferentially for some reason, creating a need to catch up when utilization of the front end equipment finally starts to rise.

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