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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (99)	11/2/2000 8:54:48 PM
From: semi2000	Read Replies (2) \| Respond to of 95916

Scott, Following from KILC news -- In early August, K&S announced customer order deferrals and push-outs that were expected to impact financial performance in the fourth fiscal quarter of 2000 and the first fiscal quarter of 2001. The Company continues to experience deferrals and push-outs that will further impact first quarter results. Chairman and Chief Executive Officer C. Scott Kulicke stated, ``Orders for our wire bonder equipment are very volatile right now and subject to modifications. This week, some of our major assembly customers notified us of additional push-outs of previously booked orders. They are also deferring new orders. As a result, the Company's revenues for the first fiscal quarter of 2001 are now expected to be in the range of $140 million to $165 million. How can one conclude these are not orders lost? I agree that there is some signs which are more than obviously marked (like dogs mark trees) on each and evry semi stock. I agree that stock prices reflect that - what is new is such a news on the eve of CRPB purchase. Huum, something just fell off?