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To: Jerry Olson who wrote (31206)12/15/1997 10:13:00 AM
From: broken_cookie  Read Replies (1) | Respond to of 58727
 
Jerry,

>>>Jimmy I would NOT be a buyer of KLIC or for that matter any semi equip maker at this juncture...<<<

Now, George Bush is using OJ's login. :)

Thanks for keeping the info coming on KLIC. An unmentioned danger IMHO, is that there are accounts receivable on the books against shipments already made to Korea that will have to be written off.
Combined with inventory write offs due to cancellations and push outs, do you think 1st & 2nd quarter losses are in the cards??

Sorry about the birds, the Patsies tossed away a victory too. :(

take care