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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (1893)	10/24/1997 6:59:00 PM
From: Darin	Respond to of 5482

To All, a little more (good) news.. on NBR tonight, Kangas quoted a Teradyne person they spoke to today as saying that as a result of the currency problem, they expect orders to decline by only about 5%. Darin

To: Ian@SI who wrote (1893)	10/24/1997 7:16:00 PM
From: Douglas V. Fant	Respond to of 5482

Ian, Agreed, Flip chips will grow over the next three-five years to constitute 10% of the equipment market and KLIC is positioned to service a healthy portion of that market already (and KLIC along with Delco Electronics bump flip chips in Phoenix- so KLIC should benefit twofold from flip chip production moving forward...). Agreed that traditoinal wire lead chips will be INTL"s mainstay- also any drop in prices for chips I believe to be bullish for equipment makers as it stimulates chip demand.... Sincerely, Doug F.