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

To: Gottfried who wrote (4030)	8/3/2000 9:33:43 PM
From: Ian@SI	Read Replies (2) \| Respond to of 5482

G. and thread, If anyone really thinks that there's any risk that the cycle may be coming to an end, listen to the replay of the KLIC Press Release conference call. It's available until tomorrow at 1 402 220 2858. Scott makes several key points. One that I haven't seen explicitly stated relates to the Billions of $ worth of Front end fab equipment that has been delivered; and that is still being delivered; for which there is no back end capacity yet installed. This industry isn't going to put that much equipment in fabs and then not use if for the sake of a few million in bonders. A very informative call. Ian.