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To: patron_anejo_por_favor who wrote (33373)	11/2/2000 9:58:00 PM
From: Gary M. Reed	Respond to of 436258

KLIC rewarns Well then, under current market "logic," KLIC should be up a couple points tomorrow.

To: patron_anejo_por_favor who wrote (33373)	11/2/2000 10:06:09 PM
From: XBrit	Respond to of 436258

Wonder who those "major assembly customers" are. Yeah, $250M down to $150M is quite a revenue miss. messages.yahoo.com This may actually be more company-specific than at first appeared. But it all adds up. The sub-contract houses with "over-aggressive" expansion plans most likely didn't think the plans were too aggressive when they committed to them.