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Politics : Ask Michael Burke

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To: Cynic 2005 who wrote (23858)	10/23/1997 12:23:00 PM
From: Sam Citron	Read Replies (1) of 132070

Mohan, <<Initial signs of trouble were already reported by KLIC and KLAC.>> KLIC and KLAC are very different animals. KLAC looks very healthy to me with obscene market share in fast growth yield improvement tools. They just blew away earnings estimates (12% above consensus). 40% CAGR year to year this quarter. Analysts are upgrading right and left. What initial signs of trouble are you talking about at KLAC? SC

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