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Technology Stocks : KLA-Tencor Corporation (KLAC) -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (1109)	4/14/1998 6:46:00 AM
From: alfred felsberger	Respond to of 1779

According to Briefing thursday, April 16, before market opens. Maybe the action yesterday was the beginning of a pre-earnings-run (or should I say: pre-conference-call-run).

To: 16yearcycle who wrote (1109)	4/14/1998 10:51:00 AM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 1779

Gene, First Call is showing 16 Apr 98 as the earnings date, also. Latest First Call is below. You're right about the tracking lately.... FIRST CALL EARNINGS ESTIMATES KLAC KLA-Tencor 04/13/98 Industry: Semiconductr SIC: 3827 Latest Price: $39.00 1998 P/E: 20.9 Analyst Recommendation: 2.2 QTR QTR FY FY Mar 98 Jun 98 Jun 98 Jun 99 --- --- -- -- CURRENT MEAN EPS 0.36 0.36 1.87 1.94 Number of Brokers 15 15 15 15 Median 0.34 0.33 1.82 1.90 Standard Deviation 0.05 0.06 0.11 0.29 Current High 0.53 0.53 2.21 2.40 Current Low 0.32 0.32 1.76 1.53 Year Ago EPS 0.44A 0.48A 1.78A 1.87 Current vs. Year Ago Change -18% -25% 5% 4% Report Date Apr 16 wk/Jul 29 wk/Jul 29 - EARNINGS ESTIMATE REVISION MOMENTUM Up Revisions last 7 days 0 0 0 0 Up Revisions last 30 days 0 0 0 0 Down Revisions last 7 days 1 0 0 0 Down Revisions last 30 days 12 12 12 12 EARNINGS ESTIMATES CONSENSUS TRENDS Current Mean 0.36 0.36 1.87 1.94 7-days ago Mean 0.36 0.37 1.86 1.91 30-days ago Mean 0.49 0.49 2.12 2.37 60-days ago Mean 0.55 0.54 2.24 2.53 90-days ago Mean 0.61 0.62 2.38 2.79 COMPARATIVE ESTIMATES AND TRENDS Industry - Semiconduct 21.79 22.10 104.34 121.41 Current vs. Year Ago Change -31% -27% -6% 16% Sector - TECHNOLOGY 7.48 9.17 35.10 44.47 Current vs. Year Ago Change -10% 1% 4% 27% WSJ/DJ US Index 10.12 11.42 43.14 50.53 Current vs. Year Ago Change 3% 9% 7% 17% Ratios Relative To: Company Industry Sector WSJ/DJ P/E on 1998 Cal Yr Mean 25.3 26.14 26.75 22.46 PEG on 1998 Cal Yr Mean 1.15 1.31 1.50 1.79 RECOMMENDATION AND GROWTH RATES RECOMMENDATIONS LONG TERM GROWTH RATES Current Mean 2.2 Next 5 yrs - Median 22% Number of Brokers 15 Number of Brokers 6 Industry Recommendation: 2.1 Industry Growth Rate: 20% 7-days ago Mean 2.3 Next 5 yrs - High 30% 30-days ago Mean 2.2 Next 5 yrs - Low 18% 60-days ago Mean 2.1 Last 5 Years 58% 90-days ago Mean 2.1 Diff. from Industry -0.1 Rel. to Industry 1.1 Diff. from Sector -0.1 Rel. to Sector 1.2 Diff. from WSJ/DJ US 0.0 Rel. to WSJ/DJ US 1.8 Transmitted: 04/14/98 08:12 (E_KLAC)