SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : KLA-Tencor Corporation (KLAC) -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (1416)6/18/1999 3:42:00 PM
From: Ian@SI  Read Replies (2) | Respond to of 1779
 
It's a cyclical stock. As the earnings increase near the top of the cycle, the multiple awarded goes down.

You have a little more research to do on this sector in order to avoid being very disappointed once the cycle comes to an end, as it inevitably will.

Ian.



To: Math Junkie who wrote (1416)6/18/1999 5:37:00 PM
From: Utopian  Respond to of 1779
 
<< What's wrong with this picture?>>

A lot of the recent stock appreciation had this expectation already built in it.

We are still early in this semi. equip. cycle, and it should be a good one considering how long drawn and difficult the recent downturn was. I am keeping KLAC for the long haul.

Utopian


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News