Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 281.61

+1.7%

4:00 PM EST

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To: Cary Salsberg who wrote (4112)	7/17/2002 10:11:14 PM
From: Ian@SI	Read Replies (1) of 95443

I guess every one wants to establish that their company is the first to recover when the sector turns up. KLIC, because wafer volume increases producing more chips producing more need for their bonders prior to Front End equipment being needed. ASYT or BRKS because the Automation equipment goes into the fabs as it's being built about a Q prior to the rest of the front end stuff. CYMI because it's lasers are needed to build the steppers before they're shipped. And now KLAC for some undefined reason.

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