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Technology Stocks : Axcelis Technologies, Inc. (ACLS)
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To: Big Dog who wrote (31)7/24/2000 9:24:54 PM
From: Big Dog  Read Replies (1) of 195
 
From SG Cowen:

Semiconductor Equipment
Week 1 of earnings mixed, but points to promising L-T scenario. Order growth not as robust as in Qs past, highlighted by June's sequentially lower book-to-bill. SGC Equipment index down 8% last week in part due to Agilent (Buy; $47) shortfall over parts/component shortages, but this indicates that demand remains exceptionally strong, which bolsters positive L-T view. Valuations attractive at an average P/E ratio of 19. Top picks Applied Materials, Brooks Automation, Credence Systems, and Teradyne. AMAT $78/BRKS $56/CMOS $56/TER $69
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