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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: orkrious who wrote (41239)11/23/2002 9:57:42 PM
From: Lizzie Tudor  Read Replies (1) of 52237
 
I hope you don't think thats "new" news... the 50% decline number is from peak (last year) and it isn't just KLAC, its also applied (and probably other semiequips), who are also forecasting 50% down and coincidentally have cut staff to the levels of 50% of peak also. Applied has a 2 week shutdown in December and a 1 week shutdown in Nov, these were announced a while ago... the only change I know of is the flat panel people are working through the period so their orders must be ok.
Lizzie
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