TNCR, the MOST Undervalued Semi-Equipment Stock Message Board

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Technology Stocks : TNCR, the MOST Undervalued Semi-Equipment Stock

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From: Andy Yamaguchi	5/30/1996 1:46:00 PM
	of 362

High Lights for Semiconductor Eq. Investment Seminar Last eve. in San Jose Dr. Jeff ... top three analyst in Wall Street specilizing SemiEq. has the following rating: Hold: AMAT, LRCX BUY: TNCR, KLAC, NVLS Reason: TNCR and KLAC are well positioned. TENCOR CFO Presentation highlights: 1. Ordering in this quater is slowing.. Margin likely to reduce from the previous qt. 60%. to 50-55%. But no way to negative. 2. Tncr is shipping a new machine which will directly compete with KLAC. Ramp up in 3-4 Qt. Field feedback for the new machine is very positive. Growth for Tencor is very good for long term .. Andy

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