Zeev's Turnips - No Politics Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: orkrious who wrote (2890)	11/3/2001 6:38:04 PM
From: lh56	Read Replies (1) of 99280

hi guys, the thing about klic is their apparent monopoly as vendor of choice for ball bonding equip. intel has spent its little brains out going to .13 geometries and its target for next year is toward. .09. the smaller these geometries get the more important ball bonding is and will remain so until new types of bonding packages are invented. so, the message is, relative to chip demand, klic's products will be at the top of the shopping list for all the big fabs. this isn't to say klic's stock is immune to the market, just a little more robust than the others in resisting the pressure. if cisco's story doesn't get a good reception monday, it'll really be instructive to see who in the equip sector stands up longest. other more tech advanced geeks than myself on the thread are welcome to destroy my thesis. because it's all imvhto. thanks y'all larry

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next