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To: patron_anejo_por_favor who wrote (8223)	8/2/2000 10:07:13 PM
From: Lucretius	Respond to of 436258

ho ho ho.. i'm sure they won't -g-

To: patron_anejo_por_favor who wrote (8223)	8/2/2000 10:10:41 PM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Re: KLIC Patron, from that article: "....due to space constraints and wafer and substrate shortages affecting these customers." The current semi cycle is winding down because of shortages of components instead of oversupply? You know how dumb I think these ANALysts are, they'll trash 'em even though this really just restates the current undercapacity problem.....