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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (19958)	6/5/1998 5:57:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

Somewhat off topic.. I am crunching some numbers on klac. I would like someone else to check this out to confirm or disprove my results. It appears to me that at the 1996 bottom, klac was selling product at a rate of 600 million per year, or $12 per share. The low was about 17. So the bottom was about 1.5x sales. Right now, klac is selling at a rate of well in excess of 1 billion per year, and they were at about a 1.5 billion pace at the beginning of the year. At the current sales rate of ~15 per share, klac is at about 1.8x sales now. Not far from the bottom. However,it appears that as orders slow, they will be drop to a rate of somewhat less than 1 billion, but not much less. A rate of 900 million at the bottom is now about 11 per share...there are more shares because of the tencor merger. So a similar bottom gets us back to about 17 per share, even with the merger. Any comments? Does anyone care? gene