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

To: Sleeperz who wrote (2140)	11/19/1997 10:02:00 PM
From: Darin	Read Replies (1) \| Respond to of 5482

To All, apparently Morgan Stanley put out a long report on the semi-equips with a four page KLIC review, very upbeat, by Jay Deahna... one person from the blood thread, when I enquired, replied with this: techstocks.com does anyone here have access to this report? Darin

To: Sleeperz who wrote (2140)	11/20/1997 2:10:00 AM
From: GarryP	Read Replies (1) \| Respond to of 5482

CR , If you read through this thread and particularly note the comments by "semi-engineer" you will see that flip chip will NOT impact KLIC to any great extent short term . Re this article and HP / LED;s going to flip chip I do not see that this change will make one iota of difference to KLIC . To my knowledge KLIC are/were not particularly strong in the LED assy area . Anyone with experience within the LED mfg please comment on this. Such articles unfortunately only cast a picture that flip chip is an immediate threat to wire bond needs , we are a long way from that. GaryP