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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: Proud_Infidel who wrote (26115)11/11/1998 10:17:00 AM
From: David Rosenthal  Read Replies (1) of 70976
 
Brian,

I think we might get some insight into how Intel really sees the future when KLIC reports (I think Friday). Earlier this year Intel cancelled an order for a lot of bonders. If Intel thinks that they will need to be able to handle increasing volume then I would think KLIC should be getting new orders from Intel.

Dave
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