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

To: Longball who wrote (2832)	4/3/1998 11:22:00 AM
From: Smilodon	Respond to of 5482

My info is from the KLIC conference call this morning. While they tried to avoid saying Intel, they cited a major west-coast microprocessor manufacturer. A lot of the questioners mentioned Intel. I think it is pretty obvious that is who cancelled. Who else would spend $30 on wire bonders in a quarter. Also, two analyst said the cancellation was Intel. I don't know anything about ASM. I haven't heard any speculation that KLIC was losing market share, but that doesn't mean it is not happening.