Kulicke and Soffa Message Board

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Technology Stocks : Kulicke and Soffa

KLIC 39.93

+0.9%

Oct 31 9:30 AM EST

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To: Gottfried who wrote (5373)	2/8/2004 3:44:25 PM
From: Donald Wennerstrom	Read Replies (1) of 5482

Gottfried, I have to "chime in" here and second your thoughts on the BtB issue. I think BtB does a great deal of harm by sowing confusion in many people's mind about the state of the semi business. The only thing that really counts is the bookings figure on a month to month basis - is it rising or falling and where is it now compared to the peaks and valleys of the past many years. Don

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