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

To: klaus pluszynski who wrote (3269)	4/9/1999 2:55:00 PM
From: KC	Respond to of 5482

It's difficult to say good news or not Since it is like a teeter totter situation here. Need to look deep under the skin to understand: Facts: 1)The wafer bumping intellectual property ( reads: license) belongs to Delco. 2)Flip chip venture just SUB license this IP out to be exact. Need to know how much go to Delco first. 3)Delco still owns 49% of the JV. Teeters: 4) Joint venture shows some income now. 5) Joint venture gains some industrial acknowledgement. Totters: 6) Don't think it worth much compare to approx. 10 millions to support every years during the last 2's from KLIC's 10K report. 7) If wafer bumping and flip chip being widely accepted and increase in demand, demands for wire bonders might be decreased. More wafer bump means more real money to Delco. In short, it just likes trying to catch two fishes with one hand. You might get one or none.