Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

Dec 5 3:59 PM EST

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To: Ian@SI who wrote (18465)	4/2/1998 11:07:00 PM
From: David Rosenthal	Read Replies (2) of 70976

Ian and Robert, Thanks for clarifying the price. I am quite pleased to see that bonders are not the high-priced spread. The loss of the order is large enough to make the quarter a negative for KLIC but the numbers are less intimidating than I was thinking. But I don't think there is a customer B to replace the order currently. As to where KLIC is going tomorrow? Down. Just my opinion and I am not putting money on it but I don't think KLIC will be treated like KLAC. The market has been punishing companies that have announced losses pretty severely despite the current feeding frenzy. However, this is from a guy who would buy a 60K bonder for a half a mil.<G> Dave

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