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

To: scott_jiminez who wrote (2411)	3/25/2002 1:40:13 PM
From: Kirk ©	Respond to of 95572

I never said they were not a good wire bonder company. KO also is very good at making and marketing colored sugar water. I own neither. Proclimations about what they will do in the future, I want to see some IP that will allow them to be around in 25 years which also keeps AMAT from doing the same thing with better management. Intel already announced a package technology that would make wire bonds obsolete in a decade. Perhaps they are wrong, but what other IP does KLIC have to put it in the same class as AMAT, LRCX, NVLS and ?????? I'm trying to give YOU the benefit of the doubt as Cary and I think much alike in that a company has to have market leading IP that is needed. As to the large AMKR order, that is no different than getting 100 smaller orders from all the companies AMKR has bought... or taken contract manufacturing from. Don't go off and extrapolate it as new orders... In fact, AMKR will hurt their orders as they can better utilize wire bonders due to scale. They would be better off with 100 smaller orders I bet. thanks for the info. I still see no reason to have it on my watch list, much less own it. Kirk

To: scott_jiminez who wrote (2411)	3/25/2002 1:47:12 PM
From: Ian@SI	Respond to of 95572

And just how much do you think this contract for 200 bonders is worth? I'd suspect that it's about 1/3 the price of a leading edge stepper from ASML. Did CSK say when he expected the next cycle peak? I'd suspect it will be closer to 2004 rather than 2002.

To: scott_jiminez who wrote (2411)	3/25/2002 1:49:10 PM
From: Kirk ©	Read Replies (2) \| Respond to of 95572

they will have many NEW revenue streams (Flip Chip, Testing, X-LAM) FlipChip for KLIC is tightly spaced wire bonds. UTEK's process will allow higher density and lower overall cost. I own UTEK. Testing. Nobody was better at test equipment than the Old HP that spun off as Agilent. I own Agilent. X-LAM? Must be a big deal as I have no idea what it is. :) OK... As to "Kirk - I'll do the start of your due diligence, but you must complete it." why should I give a damn about doing DD on a company I have no interest in owning? Nope, it takes analysts like yourself to convince me since I would have to sell somethign I already own to raise the funds. Kirk out