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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: Don Lloyd who wrote (9260)10/10/2001 9:19:14 AM
From: aerosappy  Read Replies (1) | Respond to of 23153
 
Don, thanks for SOX link.

I had no idea that LLTC, KLAC and AMAT account for almost 30% of the SOX.

At 12.2 times sales, LLTC is particularly overvalued. Note that EPS projection shows almost a 50% decline in FY'02 versus FY'01. AMAT is almost as bad...

At least analyst projections for KLAC show some EPS growth next year.