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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Fortinwit who wrote (26220)	11/13/1998 10:07:00 AM
From: David Rosenthal	Read Replies (3) \| Respond to of 70976

Fortinwit, I think this is the real indicator about Intel's growth right now. Given the total lack of positive forward going statements from KLIC we can infer that Intel doesn't see the need to increase current capacity. Dave

To: Fortinwit who wrote (26220)	11/13/1998 10:26:00 AM
From: blake_paterson	Respond to of 70976

Fortinwit: I usually don't agree w/ those guys, but in this case they're right and the last paragraph says it all: <<...it is not a stretch to believe that the industry remains cautious enough to keep a lid on equipment orders. So, while market optimism reigns about the future for....almost all semiconductor firms, the fundamentals are still poor. KLIC lost a lot of money anyway you look at it. This industry is very volatile, and business could pick up sharply. But the stock has already moved up in expectation of something of which there is yet no sign. If a rebound in orders is decent, but not great, KLIC may still be unprofitable. Chasing the stock at this point is speculative. The chance to bottom fish may already be gone.>> BP