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Politics : Formerly About Applied Materials
AMAT 224.68+0.6%2:36 PM EST
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To: Duker who wrote (26249)11/14/1998 5:15:00 PM
From: David Rosenthal  Read Replies (1) of 70976
 
Duker,

The thing I was looking for is some sign that Intel is looking to increase capacity. Originally, Intel had a large order for KLIC bonders that was pushed out or cancelled last Spring. Here Intel is saying that business is improving but I am not hearing from KLIC that Intel has replaced the order yet. Therefore I don't see a sign that Intel really expects significant unit volume growth that they can't handle. At least they don't think they need the new bonders that they originally planned for.

Thanks,

Dave

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