Entegris ENTG Message Board

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Technology Stocks : Entegris ENTG

ENTG 85.96

-0.3%

Dec 29 3:59 PM EST

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To: Michael Gaudet who wrote (8)	9/29/2000 10:29:51 AM
From: Michael Gaudet	Read Replies (1) of 33

From Merrill:Entegris, Inc. (ENTG; $9.13; D-1-1-9) Comfortable With Estimates For The Quarter (Brett Hodess 415-676-3546) Entergis held an analyst day meeting and highlighted its position as a leader in microelectronics materials. We are very comfortable with our estimates for the quarter and believe there is upside potential. Entegris is an intellectual powerhouse with three main core competencies: innovation in polymer materials science; leadership in low-cost, high-quality manufacturing; and in-depth knowledge of the microelectronics business. Entegris is one of the most compelling semiconductor related investments, in our view, trading at only 10x our conservative CY 2001 estimate; we think the stock has the potential to double in price. We believe the semiconductor capital equipment is currently oversold and will trade back to 20-25x from its current 12.8x. We believe Entegris can trade at a P/E in line with comparables at 20-25x 2001 earnings of $0.90, for a price target of $20. Entegris is the leading provider of materials integrity management solutions to the semiconductor manufacturing and disk manufacturing markets.

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