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
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
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.
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.
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.
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
KLA's string-pullers in exile, the Kosovars might just swallow the deal as it stands.
应用推荐