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To: Mark Fowler who wrote (82846)	11/2/1999 8:04:00 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Mark, Here's a comparison of ML chip equipment stock price targets. The ML analyst gives KLAC the highest target PE of 35x. NVLS and most of the other stocks have 30x or less. I've included targets based on a 35x multiple. Note that except for PRIA, all of the stocks are rated Buy or Accumulate. Buy-rated stocks should offer at least 20% upside potential and Accumulate-rated stocks 10%-20%. Everything below NVLS on the list is technically a downgrade candidate, but there is room to increase price targets for some of the names. Even moving to a 35x multiple leaves AMAT in downgrade territory. ML ML Target Upside Ticker Price Target Upside @35x @35x VECO 34.750 48 38.1% 67 91.4% SVGI 13.000 17 30.8% 24 83.1% BRKS 22.875 28 22.4% 33 42.3% NVLS 82.813 100 20.8% 117 41.6% KLAC 83.125 90 8.3% 90 8.2% LRCX 81.688 85 4.1% 99 20.8% ASML 73.500 75 2.0% 76 3.8% CMOS 47.375 48 1.3% 58 22.6% CYMI 39.563 40 1.1% 47 17.7% TER 39.938 40 0.2% 56 39.3% PRIA 43.375 na 0.0% 26 -41.1% AMAT 91.125 90 -1.2% 105 15.2% AEIS 44.000 ? ? 42 -4.5%