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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (41505)12/30/1998 12:07:00 PM
From: Lucretius  Read Replies (1) | Respond to of 132070
 
Makeumpoorer is one of the biggest clowns in town. I love how he was "impressed" because one day's action where the internuts went down and the DOW didn't shows a healthy mkt... WHAT PLANET ARE THESE GUYS ON???????? I guess if yo keep sayin something enough, everyone will start to believe it... I call this method of propaganda the Bill Clinton snowjob. (G)



To: Knighty Tin who wrote (41505)12/30/1998 12:08:00 PM
From: SeaViewer  Read Replies (3) | Respond to of 132070
 
RESEARCH ALERT - Lehman positive on KLA-Tencor

NEW YORK, Dec 30 (Reuters) - Lehman Brothers semiconductor equipment analyst Ed White named KLA-Tencor Corp.(Nasdaq:KLAC - news) its top pick for 1999, among equipment makers.

-- White says the ''company leads in a core technology that is critical for the chip industry's move to 0.18 microns in 1999 and to 0.15 microns and below in 2000.''

-- Says, ''The downturn in the chip industry has hurt the company's results and, as with other equipment manufacturers, management has limited future visibility. But cost reductions have left KLA-Tencor with favorable operating leverage.''

-- White has 1999 price target of $57 a share, and $97 for the ''cyclical peak (estimated at 2001-2002). These price targets were based on estimates of peak EPS of $3.90, and peak price to peak EPS multiple of 25 times.''

-- Share price was up 2-9/16 to 3-7/8 on the Nasdaq stock market.


That guy must be crazy. I just don't understand why people are paying 25 PE ratio for peak EPS? Sometimes I feel I am better than those so-called analysts.

Today's trading behavior is stange, MU, TXN, ALTR, XLNX, KLAC, KLIC, LSI all up with SOX, while AMAT, NVLS down.

Jeff