SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (4570)11/7/2000 8:59:51 PM
From: Gottfried  Read Replies (1) | Respond to of 5482
 
ST, it's interesting that AMAT's backlog during the '98 downturn didn't fall much below $1B. Also its revenues stayed near $4B 3 years in a row.
backlog...
geocities.com

Maybe the revenue trend tells who leads whom?

quicken.com

Gottfried



To: Sun Tzu who wrote (4570)11/7/2000 9:03:40 PM
From: scott_jiminez  Read Replies (2) | Respond to of 5482
 
Re: KLIC as a proxy for the industry:

A possible reason is that the lead time for KLIC is a lot shorter than most.

Congratulations. All of us have understood that implicitly. You finally got it.

The Klic-lead-time rationale has been a topic discussed on this thread for many, many months.

Check that.

Years.

Message 14740955 to which Cary replied, 'I am humbled!'


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News