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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Ron Dior who wrote (53400)	4/19/2002 2:23:11 AM
From: heehee1	Read Replies (2) \| Respond to of 99280

Ron... I counted the word pro forma 14 times, GAAP twice in EMLX's earnings report.. Subliminal marketing is not so.... subliminal. If you buy pro forma, EMLX's earnings were GREAT!!!

To: Ron Dior who wrote (53400)	4/19/2002 6:00:53 AM
From: JSLyons	Respond to of 99280

Exclellent point, Ron, on the changing nature of IT spending toward the high-end. The same thing is happening in semi-equips. We have entered a period of technology buys, not capacity buys. KLIC's CC made it clear yesterday. Company said chip foundries doing cutting-edge fabrication were near 100 pct capacity, while KLIC's broader customer base is operating in the 60 pct range. As a result, KLIC seeing solid bookings for its most advanced bonder, which they estimate is 1.5 generations ahead of competition. Older models sold at fire-sale prices just to get rid of them. In many other parts of the fab process, the effect is the same -- leading-edge products are moving while the traditional bread-and-butter items are still in a slump. This, of course, is giving the market fits as the natural order realigns itself. Best rgds, Jonathan