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To: chic_hearne who wrote (8227)8/2/2000 10:14:32 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
Chic: The intriguing statement there is more the "space constraints" rather than the "wafer shortages". Also check out this part: "``In general, demand continues to be very strong for all our products, but a few of our customers seem to have gotten a little ahead of the industry's growth curve,''.

Maybe the problem is that all the space is filled in their warehouses, from too much inventory. If so, it points to a cycle top, and not just for KLIC.....