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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: HoodBuilder who wrote (3389)	7/1/1999 3:36:00 AM
From: FLSTF97	Read Replies (2) \| Respond to of 5482

Working together with ESEC. biz.yahoo.com More to the story: Apparently ESEC has sold over 30 of their Autoline (fully integrated backend...as I understand it). It sounded to me like at least one of those now includes a 8020 bonder. Esec claims that K&S has tried to offer such an integrated system but has been unsuccessful. They are integrating the K&S system "because customers are demanding it". They also stated that are ramping up production 2x and expect to begin shift work. That's not so easy in Switzerland (I think it require Government permission.) Hard to judge if this is a good sign for KLIC or not. They, ESEC, also said they expect to remain competitive in the Ball Bonder arena and will basically offer the K&S option for customers who demand it. Consequently I doubt there is a net gain for KLIC and it allows the competition to better understand any design weakness in the tool. I would rather hear that KLIC is competing well on the integrated line side and incorporating ESEC bonder "when demanded". On the other hand, if ESEC is doubling production, I would assume KLIC is not far behind.