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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: puborectalis who wrote (111782)8/14/2000 6:41:42 AM
From: puborectalis  Read Replies (1) of 120523
 
ENTG(ML report)=Valuation is low...ENTG is the most complete supplier of materials management solutions to the microelectronics industry.The company has been profitable for 34 years.Given that capacity utilization is below 60% for ENTG,we estimate that the company can see more operationg margin expansion over the next 1-2 yrs,providing SUBSTANTIAL EPS upside.Given the premier industry positioning,we believe ENTG should trade at least at the group avg P/E.Although the fundamentals cintinue to be strong we believe the group is currently depressed and will trade back to 20-25x from its current 10x.We believe ENTG can trade at a P/E in line with comparables at 20-25x2001E EPS of $.90,for a price target of $20.........ENTG dominates their area with leading share in 4/5 pdt lines.......industry trends such as smaller and more devices,new materials and 300mm wafers are expected to drive ENTG' business.....gross margins nearly 49% with over 20% operating margins...showa the quality of operations and the highly differentiated value added proposition of ENTG.....company to report fiscal 4thQ(AUG) results during the week of Oct9=$.19.....HARD TO BELIEVE IT"S THIS CHEAP!
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