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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (17523)	8/2/2004 11:24:33 AM
From: Donald Wennerstrom	Read Replies (1) of 95703

WR Hambrecht & Co. (KLAC) JagNotes <<2 August 2004, 08:20am ET KLAC: Reit Buy - We are raising our rating on KLA-Tencor to Buy from Hold with a $57 price target, assuming that the stock should sell at 8x estimated 2005 gross profits of $7.14 a share. The Company reported solid FQ4 results with in-line revenues of $450 million. Orders of $601 million were up 1% sequentially and shipments rose 13% to $540 million. Similar to last quarter, order guidance is -10% to +10%, with a couple of large orders expected in either September or October. FQ1 guidance calls for shipments of $550-$560 million, revenues of $505- $515 million, and incremental operating margins of 40%-50%, with EPS (conservatively estimated in our opinion) at $0.54-$0.56.>>

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