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: Nancy who wrote (5396)	1/27/2005 11:52:30 PM
From: etchmeister	of 5482

I think usually one starts buying a chunck of frontend capacity; as it ramps one adds accordingly to the (frontend) output testers and bonders. It wouldn't make sense to buy testers upfront - they are added as output increases and I believe backend capacity can be added in relatively small increments. The leadtime is relatively short which means they can turn the knob up or down fairly quickly. Since backend capacity is in synch with frontend output it's a fairly sensitive indicator whether output grows or slows. Another indicator would be wafer starts. Imagine having a connection to wafer producers that supply the top chipmakers. just my 2 cents

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