Message Font: Serif | Sans-Serif
No. of Recommendations: 2
I have worked at KLAC for almost 10 years now and have seen the markets go up and down. It is hard to predict what is going to happen but I do know one thing and that is KLA's management is one of the best in a downturn. Another thing I have noticed is when the analysts are all downgrading the stock it is time to buy.
Making a chip takes a lot of steps and KLA is the only company that makes equipment for all the different aspects of yield management. We are like the Total Solution Company.
I don't know when the market will turn up but some upbeat news is Intel is ramping up from 8' wafers to 12' wafers' which is what computer chips are made of. This doubles yields and cuts costs of making chips dramatically. Also they are leaving their capital equipment spending at 7.5BILLION yes BILLION dollars for this year and we will get a nice chunk of that money.
If you want to watch one thing too see when are stock will go up what the book to bill ratio on chip orders. When that goes up our stock goes up and it usually means in 6 months lag time we will be filling orders.
Print the post  


When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.