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To: Ian@SI who wrote (3652)12/2/1997 11:28:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Updated table of ratios for leading Equipment and Automation
companies from marketplayer.com a free service
if you register. Ian.

12/01 2Yr 2Yr Est EstPE/
Tkr Price High Low P/E Book P/Bk Sales P/S LTG
LRCX 31.63 69 20 18.0 19.90 1.59 31.17 1.01 0.88
SVGI 24.63 38 15 12.9 17.98 1.37 18.65 1.32 0.59
KLIC 26.63 58 9 10.9 13.38 1.99 20.10 1.32 0.56
BRKS 22.69 41 9 18.5 6.46 3.51 10.30 2.20 0.70
ASYT 31.38 48 8 18.1 6.45 4.87 13.53 2.32 0.64
NVLS 38.38 66 16 13.2 7.55 5.09 14.36 2.67 0.57
KLAC 39.63 77 18 14.9 13.90 2.85 13.78 2.88 0.70
PRIA 32.44 59 10 21.6 7.31 4.43 10.10 3.21 0.68
AMAT 32.53 54 11 14.8 7.17 4.54 9.80 3.32 0.64
CYMI 20.25 49 6 19.6 4.04 5.02 5.77 3.51 0.62
UTEK 26.00 45 14 19.2 11.75 2.21 7.27 3.58 0.59



To: Ian@SI who wrote (3652)12/6/1997 11:36:00 AM
From: Lenny Ehn  Read Replies (3) | Respond to of 10921
 
Ian,

It's interesting to note that Merrill Lynch is rumored to be pursuing Hambrecht and Quist because of H & Q's investment banking strength in the technology area. Yet their own analyst, Tom Kurlak, seems to think that the technology sector is going away......

Moral of the story: do your own research, and hope that the market will (before too long) recognize when an analyst makes a mistake.

Len