History is repeating itself, I'm afraid. I've been around KLIC for over 10 years, & with God as my witness, every KLIC market swoon begins with Scott informing us that orders are being "pushed out". JMHO, but we may have seen the highs for KLIC in this cycle.
Given the outlooks from AMAT and INTC from yesterday, do you really think this push out portends a problem for KLIC?
It does, I think, illustrate KLIC'S effort to keep future visibililty accurate to the extreme.
More interesting to me is the lockstep movement of the price of KLIC shares to the announcement.
Most HFT platforms respond to price triggers - which is why KLIC is down today, and nailed down, as well as why the flash crash in May could travel 1000 points in one direction in eight minutes before reversing AFTER several of the platforms had been shut down.
Anyone trying to outwit these (essentially trading) platforms has a difficult job to say the least.