Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Darryl Olson who wrote (23659)	11/29/1999 6:52:00 PM
From: Tsaen Wang	Read Replies (1) \| Respond to of 25960

As long as we are analyzing analyst's action restex.com Chip Equipment Yesterday, ML analyst Mark FitzGerald recommended the following stocks: AMAT, ASYT, CYMI, KLAC, and NVLS. The only problem is that CYMI, KLAC and NVLS are in downgrade territory. The analyst has room to increase NVLS' price target without breaking his valuation framework. He doesn't have the same flexiblity with CYMI or KLAC. The only stocks with acceptable price targets are ASYT, AMAT, ASML, and SVGI. restex.com Chip Equipment ML analyst Mark FitzGerald tends to keep his group in downgrade territory. Buy-rated stocks in good standing: ASYT. Buy-rated stocks with price target problems: ASML, NVLS, KLAC, CYMI, AMAT. Seven stocks have negative implied upside potential. restex.com Chip Equipment ML analyst Mark FitzGerald tends to keep his group in downgrade territory. All of his Buy-rated stocks (CYMI, AMAT, KLAC, NVLS) need higher price targets to stave off potential downgrades. ASML (different analyst) received a price target boost that now implies a 46x cal. 00E valuation. Seven of his stocks currently offer negative implied upside potential.