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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: sixty2nds who wrote (28800)	2/23/2006 2:07:30 PM
From: etchmeister	Read Replies (1) of 95703

given that ADEX's gross margin structure is below KLAC's. They say this is a market where KLAC currently has a much smaller presence, comparatively versus its dominant exposure in the semiconductor manufacturing marketplace. One would have to compare ADEX margins with KLAC's segment (where KLAC currently has a much smaller presence, comparatively versus its dominant exposure) that competes with ADEX; KLAC covers so many different segments and they consequently have different margins depending on segment. Overall ADEX aquisition could help increase KLAC (average) margin.

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