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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (42311)	2/17/2001 11:00:11 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 70976

Have your eraser handy, you soon might have to recalculate! Actually Scott holds this 'fireside chat' every year at this time. Since his prediction earlier this week was more glum then most equipment CEOs since it invoked a visibility to the end of 2001 (a window where no one else would venture), I doubt that this chat could go much further. He may discuss the rapidly increasing rate of licensing by Klic's FlipChip subsidiary which would significantly cushion this downturn for the company and thus be good news. So I expect either no substantial revelations or some highlights of Klic's expanding diversification. If I grab for the eraser at all, it may be to recalculate in a more northerly direction.