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

To: Return to Sender who wrote (11648)9/18/2003 9:26:11 AM
From: Alastair McIntosh  Read Replies (2) | Respond to of 95587
 
Re: JP Morgan adds KLAC to their Focus List and sets a $77 target

This target ($77) represents a P/E of 321 based on current earnings with options expensed.

KLAC said Tuesday that its fiscal 2003 earnings per share would have been reduced to 24 cents had the company used a fair value method for accounting for stock options paid to its employees.

biz.yahoo.com



To: Return to Sender who wrote (11648)9/18/2003 12:31:33 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95587
 
<firm believes the equipment stocks may see a 10-15% pullback near-term.>

Would you believe AMAT opened about 3 percent lower, and as I write this note(about 12:30 ET), AMAT is back to within about 1 percent of its yesterday's close. So much for a 10 to 15 percent drop!:)

Don


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