Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (98054)	7/27/2002 5:17:19 PM
From: XBrit	Read Replies (1) of 99280

Disagree. I think KLIC MIGHT be a value stock at $3. Its balance sheet is a mess in this downturn, compared to being very clean in 98. Sustaining negative net cash flow from now through 2004 (the likely recovery scenario for back-end IMO) will be a painful challenge. I had posted about 1 year ago that I'd buy KLIC at $5 and AMAT at $12, but I'm changing my mind because of company-specific issues. For KLIC it's balance-sheet, for AMAT the value has to be adjusted for loss of its core monopoly in Aluminum deposition. Aluminum is going away and NVLS owns Cu. Thinking $10 on AMAT now.

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