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To: RJL who wrote (187556)	8/13/2002 4:08:15 PM
From: orkrious	Read Replies (1) \| Respond to of 436258

from RMpro Jeff Matthews Can't Confirm the Micron Rumor... 8/13/02 03:51 PM EDT We can't confirm the rumor that Micron (MU) is guiding down semi-equipment spending at the Pacific Crest conference. We're told they haven't presented yet and this is coming out of 1-on-1 meetings. The usual spokesman, Kip Bedard, is literally out fishing...and we're uncertain of the quality of this rumor. But it makes sense, and in any case this morning's bad guidance from Kulicke & Soffa (KLIC) adds to the bad news that's certainly not factored into multiples like KLAC and others. KLAC puts.