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

To: David Rosenthal who wrote (26222)	11/13/1998 10:19:00 AM
From: Fortinwit	Respond to of 70976

Dave, 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. FWIW, I agree with you. What the market does with this is beyond me. F.

To: David Rosenthal who wrote (26222)	11/13/1998 10:46:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

Incidentally, back-end companies like KLIC are driven by unit demand, rather than wafer demand, and therefore tend to lead the front-end companies like AMAT. If business is bad for KLIC, it's probably worse for AMAT. Katherine