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: The Ox who wrote (23)	12/5/2000 2:05:58 PM
From: The Ox	Read Replies (1) of 33

Looked over the year end SEC filing. Company earned 77 cents last year, reflecting a current P/E of 9. Gross margins improved significantly over 99, up 10% to 48%. Steady revenue growth shown over the past 6 quarters, from $60.5MM to $95.8MM in Q400. The IPO in Q400 generated plenty of cash and the company retired $42MM in long term debt. Cash flow still positive and the company looks to be in pretty good shape. Current guidance is for about 20% revenue growth in 2001 and improving margins. Small semi-eq companies are out of favor in today's market and ENTG's stock price is suffering with the sector. I think the stock offers solid potential to the patient investor. Downside could still be 20% lower than today's $7/share price or in the $5 range but the trailing P/E would be reduced to 6.5. Anyone still reading this thread?? MH

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