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Politics : Ask Michael Burke

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To: eabDad who wrote (41098)	12/28/1998 5:05:00 AM
From: eabDad	of 132070

Z's analysis on semi equips by company: These are good companies, all... ASMLF $30.25 PS=5.1x PB=7.6x Above peak target Trough target $13.50 KLAC $41.63 PS=3.4x PB=3.0x Peak tgt $48-50 Trough target $23 ETEC $38.75 PS=2.9x PB=3.5x Peak tgt $50-52 Trough target $24 ADEX $12.63 PS=1.6x PB=1.1x Peak tgt $15-16 Trough target $5 For reference... AMAT $43.94 PS=4.1x PB=4.9x Peak tgt $47-49 Trough target $24 NVLS $54.00 PS=3.3x PB=5.2x Peak tgt $64-66 Trough target $32 You will notice ADEX is a "B" stock, but other fundamentals drive this. Stories: ASMLF: Stepper units falling off badly, DUV growing but will not save. KLAC: Mask inspection falling off worse than market in 1999 ETEC: Mask capital spending curtailed early 1999 ADEX: Silicon industry capital spending in dire shape - not recovering Z

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