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To: BWAC who wrote (5225)	4/23/2003 12:28:06 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 13403

OT RE: "...these semi-equip stocks often take their cue from KLIC." If it looks like a duck, walks like a duck, quacks like a duck, then it is a duck. In the case of KLIC, just the opposite. Semi-equips are characterized by strong balance sheets with little debt and lots of cash. KLIC has net tangible assets that exceed long term debt by only $30M and the net tangible shareholder equity is minus $123M. While they make equipment that is used to produce semi ICs, maybe, they are not really a semi-equip!