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

To: Donald Wennerstrom who wrote (354)	3/4/2001 9:15:15 AM
From: Julius Wong	Read Replies (1) \| Respond to of 95572

Don: Briefing.com data www2.briefing.com Julius

To: Donald Wennerstrom who wrote (354)	3/4/2001 9:40:31 AM
From: scott_jiminez	Respond to of 95572

Don - I apologize for being unclear in my post. I was in fact attempting to reply to the claim, as restated in your most recent post, ‘CYMI was the first company to imply they could see all the way to the end of the year, and their prognosis is for smaller revenue and earnings.’ On Feb 13th, in a press release announcing a work force reduction, Scott Kulicke made the following statement: "Looking ahead, we do not anticipate a return to a more robust business cycle before the end of the 2001 calendar year." (http://biz.yahoo.com/bw/010213/pa_kulicke.html ). While the language is a tad more implicit than Cymer’s, the thrust is virtually identical. If previous patterns prevail, the bulk of the industry will follow suit. The only decision to be made by individual companies is to either warn incrementally over the next 3-4 months, or, like KLIC and then CYMI, present business prospects in a forthright manner...allowing investors to look beyond for the eventual recovery.