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

To: Proud_Infidel who wrote (23127)	5/2/2005 2:46:37 PM
From: BWAC	Read Replies (3) \| Respond to of 95479

$32 KLAC Equates to about $6.4 Billion market valuation. Includes $2.1 Billion Cash. No debt. (Just a measly 1/3 of target market cap) For a company that will generate around $350 Million more cash over a year? For a company capable of $2.30 in earnings at the so called peak? So according to Bank of India, KLAC should only garner a $4 Billion valuation net of cash? ------------------------------------------------- Need a picture? finance.yahoo.com Selling at $32 in Dec 2000 would have cost you at 100% 6 month return. Selling at $32 in October 2001 would have cost you another 100% 6 month return. Selling at $32 in October 2002 would have cost you another 50% 2 month return. Selling at $32 in March 2003 would have cost you another 100% 6 month return. Selling at $36 in September 2004 would have cost you yet another 40% 6 month return.