Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: semi engineer who wrote (2013)	11/5/1997 4:24:00 PM
From: Donald L. Dominicci	Read Replies (1) \| Respond to of 5482

SEMI This post scares me. I would appreciate your view , which I hold in high regard Thanks Don \| Next \| Respond \| Show Navigation To: Raimondas Lencevicius (3284 ) From: Sam Citron Tuesday, Nov 4 1997 10:13PM EST Reply #3292 of 3301 Raimondas & Still Learning: I would urge caution toward approaching KLIC as anything but a cyclical short term play. Wire bonders are a mature technology that will begin to disappear starting in 1999 with the advent of flip chips and Tessera's chip scale packaging. You will see a palpable move by Intel away from wire bonders by end 1998 or beginning 1999. It does no good to have a monopoly in buggywhips! KLIC is seeking to diversify by breaking into new markets such as consumables and a chip bumping fab jv w/ Delco. But it may not be easy. I also don't like KLIC's policy of allowing Montgomery customers only access to important info such as their 5 point survival plan. It is just not fair. That said, I think KLIC is oversold short-term. SC