KLA-Tencor Corporation (KLAC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,194

-1.1%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jerry who wrote (1525)	10/15/2000 8:08:29 PM
From: JOHN N.	Read Replies (1) of 1779

Apparently there is a consensus that the future of the business that KLAC is in is dropping off. I find it hard to believe considering the number of new semi fabrication operations that are coming on-line in the next year. Even Intel announced they were planning on spending 5 billion on new fab operations over the next 3-5 years. One would thing that KLA could justify more than a 21 PE. Even if growth became half of what it used to be, I would think that the PE would have settled out at 30 or more. Any comments?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next