KLA-Tencor Corp (NASDAQ:KLAC)

handoverhill (< 20) Submitted: 3/24/2008 11:03:10 AM : Start Price: $33.40 KLAC Score: +36.59

This stock in the upward trend and should be on your watch list.

MadtownGuy (54.35) Submitted: 1/11/2008 11:16:02 AM : Start Price: $37.45 KLAC Score: +25.60

Beat down stock to make a turnaround

kamalarora (< 20) Submitted: 1/5/2008 5:23:55 AM : Start Price: $39.00 KLAC Score: +21.26

Semi-Conductor cycle as usual. Wait and watch the stock bounce in 7-10 months from now.

stockguy07 (< 20) Submitted: 10/4/2007 10:53:47 AM : Start Price: $48.13 KLAC Score: -6.11

Notable calls.

Rainmaker288 (83.58) Submitted: 8/3/2007 2:12:42 PM : Start Price: $50.05 KLAC Score: -2.85

ss

MCHSkdog (73.37) Submitted: 7/17/2007 2:55:35 PM : Start Price: $54.57 KLAC Score: -4.98

KLAC, LLTC, SNDK, and TXN comprise of 34.72% of the SOX (Semiconductor index). This is purely a SOX driven play and the sector will be in favor for the next 12-18 months.

skc0001 (< 20) Submitted: 6/18/2007 3:10:07 AM : Start Price: $49.60 KLAC Score: +2.38

Proposed by Good People

Tomfool777 (< 20) Submitted: 4/23/2007 8:39:00 PM : Start Price: $48.32 KLAC Score: +1.29

Demand for semiconductor capital equipment continues internationally and wherever they make chips they buy something from KLAC. With chip indexes rising in sectors where component geometries are extremely dense the only possible conclusion, given a great management team, is that the stock will outperform the s&p overall during the next 12-18 months.

WyattKaldenberg (47.48) Submitted: 4/5/2007 2:28:45 PM : Start Price: $49.33 KLAC Score: -3.17

This is a trade that might pop in the next few months.

sidharthsood (< 20) Submitted: 3/28/2007 2:39:34 PM : Start Price: $47.56 KLAC Score: -1.51

Serious attitude, major cleaning up, getting out of the backdating also

mweav (98.80) Submitted: 2/26/2007 11:17:16 PM : Start Price: $47.55 KLAC Score: +0.40

oversupply in semis with big inventory build

poodlechick (63.74) Submitted: 2/12/2007 11:48:03 PM : Start Price: $44.29 KLAC Score: +6.66

semiconductors make me hot

NetscribeNanoTch (75.04) Submitted: 1/30/2007 7:29:59 AM : Start Price: $43.58 KLAC Score: +7.41

KLA-Tencor Corporation is the world's leading supplier of process control and yield management solutions for the semiconductor and related microelectronics industries. The portfolio of products, software, analysis, services and expertise offered by the company is designed to help integrated circuit manufacturers manage yield throughout the entire fabrication process, from research and development to final mass-production yield analysis.

The company has recently signed an agreement to acquire Therma-Wave, a public company. This deal is expected to consolidate the metrology market, which is believed to be somewhat crowded and bolster KLA-Tencor's position in this competitive market. The company is a dominant player in the inspection market but was facing a stiff competition in the metrology market; this acquisition is expected to give the company an upper edge among peers.

The company has recently completed the acquisition of ADE Corp., a bare-wafer inspection company, which will further add-on to its revenues. The company’s new management team has been working consistently on improving margins, by streamlining operations and the product portfolio. This initiative along with the consolidation of manufacturing flow and adopting common platforms and suppliers will help the company to improve its margins. The company has also implemented selective head count reductions and is expected to reduce the number of employees by 15% by the end of 2007. This move is expected to increase the revenue per employee, which will ultimately result in improved operating margins.

The semiconductor equipment industry is now projected to advance annually at a rate of 12% through 2008. KLA-Tencor is the market leader with its comprehensive portfolio of products and services, which help integrated circuit manufacturers, manage yield throughout the fabrication process. Looking at these initiatives, equally supported by its dominant position, the company has got enough opportunities to nurture.

Diligent (66.17) Submitted: 11/29/2006 7:02:14 AM : Start Price: $45.44 KLAC Score: +1.08

Trading Pair, semiconductors, with NSM long