Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 151.94

+1.1%

Nov 25 3:59 PM EST

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To: BearBull who wrote (3711)	12/11/1997 10:29:00 AM
From: Q.	Read Replies (1) of 10921

thread: KLIC reported this morning it is experiencing Korean pushouts (rescheduling to later quarters). This comes only a week or so after announcing a big Korean order. A couple of weeks ago I called their IR and they told me they were on track to meet estimates for the Dec. quarter and that they had experienced no indications of pushouts. KLIC says it won't meet estimates for the Dec. quarter due to this. This killed KLIC's stock today, down from 25 to 18 - setting a new 52 week low, although still a lot better than the July 1996 price around $10. I think it's just a matter of time before we learn of Korean pushouts at other semi equip vendors. I wonder if KLIC got hit first due to shorter lead times?

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