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

To: HoodBuilder who wrote (2427)	1/1/1998 12:43:00 AM
From: HoodBuilder	Read Replies (1) \| Respond to of 5482

Briefing.Com had this to say today. . . "Briefing also expects the Internet stocks to suffer through a tough 1998 as more difficult trading conditions in general triggers a material contraction in multiples... The PC makers should also struggle to keep pace with the market... On the flip side, chip equipment, disk-drive and networking stocks are well positioned for a moderate rebound by mid-1998.

To: HoodBuilder who wrote (2427)	1/7/1998 11:00:00 AM
From: Mason Barge	Respond to of 5482

<<Just remeber one thing abount front end v. back end. It would be hard for one sector to outperform the other for a prolonged period >> I don't think this is necessarily true. Back-end upgrades, in say testing, can theoretically be done without any front-end changes at all, and this does occur in fact to use technology breakthroughs. The opposite is unlikely to occur, though, since most large-scale production-line changes are likely to occur only to accommodate new design rules, such as line widths or wafer size. Front-end revamps are EXPENSIVE and in these cases, new testing equipment is generally needed as well. Probably a purely academic point right now, however, since there is so much front-end technology available if the money is there. So your most pertinent point is entirely correct, that is, that new fabs need new back-end equipment.