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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: vampire who wrote (33058)2/25/2002 11:47:48 AM
From: Zeev Hed  Read Replies (1) of 99280
 
I did not know that LRCX had derivatives problems. As for their technology, it also includes CMP, which is a growth sector of the industry. I don't know how to value these companies, but the market has often put a price of 20 times peak earnings, and if 300 mm is deployed, their peak earnings could reach $1.5/share. Financially, they did a pretty good convert deal some six months ago, so they are flush with cash. Sure it could go back to the $15 area, if the SOX finally yield, but if the sox continues in its merry ways, it could run to $30 or so.

Zeev
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