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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: scott_jiminez who wrote (2411)	3/25/2002 1:49:10 PM
From: Kirk ©	Read Replies (2) of 95563

they will have many NEW revenue streams (Flip Chip, Testing, X-LAM) FlipChip for KLIC is tightly spaced wire bonds. UTEK's process will allow higher density and lower overall cost. I own UTEK. Testing. Nobody was better at test equipment than the Old HP that spun off as Agilent. I own Agilent. X-LAM? Must be a big deal as I have no idea what it is. :) OK... As to "Kirk - I'll do the start of your due diligence, but you must complete it." why should I give a damn about doing DD on a company I have no interest in owning? Nope, it takes analysts like yourself to convince me since I would have to sell somethign I already own to raise the funds. Kirk out

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