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

To: scott_jiminez who wrote (2407)3/25/2002 9:12:56 AM
From: Ian@SI  Respond to of 95546
 
Back End billings continued its fall, to $126M contributing to the increased BtB ratio. Seems that you will get really excited if Billings fall to zero while one order comes in to yield an infinite BtB.

In any case, as long as Billings keep falling the bottom isn't in. Orders have been and remain spotty.

I do agree there will be a recovery. It's premature to believe that it's already started.



To: scott_jiminez who wrote (2407)3/25/2002 12:29:58 PM
From: Kirk ©  Read Replies (1) | Respond to of 95546
 
Can you tell me what market dominant IP KLIC owns that boosts it to a top tier company in your estimate? I see it more along the lines of a UTEK plus significant debt (so I'll stick with UTEK) and not an AMAT, NVLS, KLAC or LRCX in quality IP and market share, but I am willing to listen.

I think of them as a "wire bonder company" and wire bonds might vanish...

Kirk


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