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 161.41

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1:53 PM EST

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To: Proud_Infidel who wrote (5577)	5/27/1998 9:17:00 PM
From: William Nelson	Read Replies (1) of 10921

Kulicke of K&S expressed the opinion that companies whose revenue depended on the number of final ICs would turn up more sharply than ones dealing with handling the wafers. His theory was companies would move first to get more ICs from one wafer, before using more wafers. Thus a company like (just for example...) K&S that does something to each IC, will turn up sooner and more sharply than AMAT, which does a bunch of stuff to the wafers themselves. I have to admit I think this theory has merit, considering what I keep hearing about ongoing shift to small etching size vs. delays in moving to large wafers. But you have to suspect the source.

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