KLA's string-pullers in exile, the Kosovars might just swallow the deal as it stands.
They are, in order, Applied Materials, KLA-Tencor, Intel, Analog Devices and Xilinx.
FORBES: Intel, Applied Materials Among Top 5 Semiconductor Bargains
Customers include RehabCare, Chesapeake Energy, and KLA-Tencor (which I wrote about here).
The buys among the top ten profitability performers are Verisign, Cliff Natural Resources, KLA-Tencor and Cephalon Inc.
FORBES: Cephalon, KLA-Tencor Stand Out Among Top Profitability Performers
All four carry low valuations within their industries, from the 6th percentile for Cephalon up to just the 35th percentile for KLA-Tencor.
FORBES: Cephalon, KLA-Tencor Stand Out Among Top Profitability Performers
Covello cuts his rating on KLA Tencor to Sell from Neutral, noting that it has the most exposure to both foundries and Intel.
FORBES: Goldman Says Sell Intel; Also Wary On Semi Equipment Stocks
Early Monday, KLA and KFOR commanders approved a demilitarization agreement requiring the KLA to cease all hostilities, abandon its checkpoints and stockpile heavy weaponry.
CNN: Officials: Peacekeepers killed while clearing NATO bombs from village
KLA, to Ibrahim Rugova, the community's more moderate elected leader, are being urged to meet in Vienna next week to find a common policy.
Analyst sentiment about KLA-Tencor has waned during the last three months.
Applied Materials trades at a 15% discount to the value of its current EVA, KLA-Tencor at a 29% discount, and Intel at a 10% discount.
FORBES: Intel, Applied Materials Among Top 5 Semiconductor Bargains
KLA, which calls for the guerrillas to hand in their weapons.
As for Mr. Laia he spent 11 years at Sandia National Labs, and a number of years in semiconductor capital equipment companies including Novellus and KLA-Tencor.
Covello today cut his ratings on Analog Devices (ADI), Linear Technology (LLTC), Lam Research (LRCX) and KLA-Tencor (KLAC) to Neutral from Buy.
That hope was dashed as Christmas approached, however, when fighting began again as the Serbs launched another offensive in response to the KLA fortifying new positions.
Analysts are projecting KLA-Tencor to come in with earnings of 57 cents per share, down 20.8% from a year ago when it reported earnings of 72 cents per share.
Shares of the semiconductor equipment companies KLA-Tencor and ASML Holdings are trading lower Tuesday after Deutsche Bank analyst Vishal Shah cut his ratings on both companies to Sell.
FORBES: KLA-Tencor, ASML Slide As Deutsche Bank Cuts To 'Sell'
He had spent a career figuring out how to deposit chemicals very carefully on substrates, first at Los Alamos National Laboratory and later at the semiconductor machinery companies Novellus and KLA-Tencor.
But the agreement did not disband the KLA completely.
CNN: Officials: Peacekeepers killed while clearing NATO bombs from village
KLA. Several hundred policemen returned to Kosovo this week.
Now Weiner finds KLA-Tencor (nasdaq: KLAC - news - people ), another semiconductor equipment maker, also overpriced at 57 times expected earnings for its fiscal year ending June 2003.
Citigroup analyst Terence Whalen this morning turned cautious on the semiconductor equipment sector, cutting his rating on Lam Research to Hold from Buy, and trimming estimates on Lam, KLA-Tencor and Applied Materials.
Asked Saturday if the KLA should be included in the peace talks, Holbrooke said the United States wanted "everybody who has a legitimate role in the destiny of Kosovo" to have a place in the negotiations.
He thinks the extra spending from Intel could boost 2011 EPS by 8 cents a share each this year for Novellus and KLA. He also sees noteworthy profit boosts for Varian Semiconductor (VSEA), Applied Materials (AMAT) and Lam Research (LRCX).
FORBES: Update: Intel Opens Wallet, Semi Equipment Shares Rally
Replacement and repair of this equipment should provide at least a short term revenue opportunity for companies such as KLA-Tencor, Flexstar, Teradyne and Xyratex as well as a host of other component and hard disk drive assembly and test equipment companies .
FORBES: Capital Equipment Likely Needed for Thailand HDD Factory Repairs
The party debated a wide range of issues over the weekend, from the development of wave energy off the west coast of Scotland to a call for the War Crimes Commission for the former Yugoslavia to report on the feasibility of prosecuting KLA leaders.
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