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 : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: JSLyons who wrote (2743)	4/13/2002 1:54:26 PM
From: Crossy	Respond to of 95479

Jonathan, I made my mind up on MKSI - to me that is inflated and it's valuation not really justifyable. I bought VECO and TGAL for it when it was still cheap and MKSI had its first run to $34. You are right about the roll-up fear. I too prefer organic growth. However one SPOT would be very important to fill, it's right now a blind spot on MKSI's map: to my knowledge they have no MBE (Molecular Beam Epitaxy) line yet. VECO recently took over private Applied Epitronics. Other players here include TMO (VG-Semicon), Riber of france (Listed on the Paris Stock Exchange) and a couple of others.. VECO had a similar story just stome quarters earlier.. Integration costs took their toll on VECO and the stock dropped to a Price/Sales of under 2. That could be in shore for MKSI as well. Acquisitions usually need to be digested and that usually hurts earnings-wise.. Stay with GGNS. That's a fine comapny,. TRKN ? Top notch in its niche but I know too little about it.. rgrds CROSSY