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

To: Kirk © who wrote (2410)	3/25/2002 1:28:13 PM
From: scott_jiminez	Read Replies (3) \| Respond to of 95567

Kirk - I'll do the start of your due diligence, but you must complete it. Rather than rely on my own opinion, I'll cite some very recent comments directed towards Scott Kulicke, the CEO of KLIC, and his company, upon the occasion of an award presentation. (my emphasis) ============= Willow Grove, PA March 12, 2002 — Kulicke & Soffa Chairman and CEO Scott Kulicke has been selected by the IEEE Components, Packaging and Manufacturing Technology (CPMT) Society to receive the prestigious "Electronics Manufacturing Technology Award." This award, presented annually by the CPMT Society, recognizes major contributions to electronics manufacturing technology in the fields encompassed by the Society. "The CPMT Society selected Scott Kulicke for this award in recognition of his leadership and vision in transforming his company from a premier wire-bonding supplier to a global leader in semiconductor interconnection technologies, and for continually shaping the company to respond to emerging market needs," said CMPT Awards Committee Chair Rao Bonda, Ph.D. <abridged> kns.com ============= Thus not only is KLIC NOT just a "wire bonder company", but proclamations of the death of the wire bonder have been around for at least 3 decades. The latest company that would disagree with 'vanish' comment would be AMKR which just signed a letter of intent to buy TWO HUNDRED of KLIC's latest generation of bonders, the Maxum. These are the highest profit margin bonders ever produced by the company. So not only will KLIC make A LOT of money from bonders during this up-cycle, but - as confirmed by that awarding organization - they will have many NEW revenue streams (Flip Chip, Testing, X-LAM) as well. I suggest you spend some time at the company's web site (http://www.kns.com/index.asp). You may just learn a thing about what KNS and its ~3500 employees do.