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To: The Ox who wrote (38802)1/11/2003 3:27:06 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 69592
 
Thanks Michael,

Curious about the delay though if it was based on the Needham presentation. Institution buyers usually step in sooner than that. The delay may mean it is due to more retailer investor responding to an sell side analyst report, not necessarily good. I have question about the demand for
FP display test equipment near term though. A lot
of new fab facilities were slated to come on line
in December. I think companies will wait to
see demand is for now.