KLA-Tencor Corp (NASDAQ:KLAC)

CAPS Rating: 3 out of 5

The Company is a supplier of process control and yield management solutions for the semiconductor manufacturing and related microelectronics industries.

Recs

2
Player Avatar GemstoneQueen (32.84) Submitted: 2/10/2008 2:09:40 PM : Underperform Start Price: $40.74 KLAC Score: +13.58

I believe the following will put near term pressure on KLAC results:

1) legal settlement - stock option backdating
2) growth will continue to decline. Evidence for further deterioration can be seen in declining revenue levels as well.
3) A/R declining as well (could be indication of declining future revenue)
4) "Challenging CapEx environment" (direct quote from last conf call)
5) financials in general lag industry comparisons

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