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Strategies & Market Trends : The Good-The Bad and The Ugly -- Ignore unavailable to you. Want to Upgrade?

To: marquis103 who wrote (2075)	9/8/2000 9:25:29 AM
From: marquis103	Respond to of 8686

KLIC. From Yahoo poster. Russ "Steve MSDW...new cust for pushouts? pullins? SK says both pushouts/pullins...SK doesn't know and want to commit. Bus not soft. Second best qtr ever. First tier subcontractors are bulk of pushouts (makes sense)...pullins from catchup second tier guys. IDMs on bonder side are smaller part of 2/3 bonder component. No substantial change in last month. Total unit output...doesn't want to talk units anymore because of product mix... First half yr flat with current but next yr bus reaccelerates. Has stock price in teens impacted?...SK says currency hasn't slowed down anything. Larry B...Josephthal... Margins?...acceleration in wafers from front end?....Margins are on track...no surprises. Wafer demand...instaled base bonders grows...util flat so unit output must be going up...not as much as expected few months back but trending up and if anything accelerate next yr."