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


To: Return to Sender who wrote (2052)2/20/2002 10:14:17 AM
From: Cary Salsberg  Read Replies (2) | Respond to of 95738
 
Backend:

Packaging: KLIC

Test: TER, CMOS, LTXX

Probers: EGLS

Bump Processing for Flip chip: UTEK

Test Handler: COHU

Laser Trim: can't remember symbol!

Test and Assembly (not equip) AMKR(?) (Amkor}



To: Return to Sender who wrote (2052)2/20/2002 10:21:15 AM
From: robert b furman  Respond to of 95738
 
Hi Rts,

Testors:Ter,A,LTXX-new fusion machine very well accepted
Test handlers:COHU gravity and more importantly pick and place,Aetrium - gravity only,Mcti - gravity only bought the old Aseco -has a large customer base - old technology except for new and not on fire "Tapestry"
Positioner and Docking Hardware station and temperature control: Intest
Bonders:KLIC

come to mind.

Bob



To: Return to Sender who wrote (2052)2/25/2002 4:17:41 PM
From: Crossy  Read Replies (1) | Respond to of 95738
 
re : KLIC

RtS,
KLIC was on my radar screen recently and I took up a position. Very low valuation (PSR etc..) vs. industry averages and a by no means small, well defined player in its sectors (wirebonders, other backend stuff..). You seem to like it too..

rgrds
CROSSY