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Photronics Inc. Message Board

  • platguru platguru Feb 9, 2011 6:59 PM Flag

    Link to Stifel Nicolaus 2/9 Presentation

    Very impressive presentation. 29 minutes - full of info.
    Anyone can log in & learn more about the past and future opportunity for PLAB.
    Just fill out NEW USER fields.
    My notes:
    Strength from Samsung and LG in FPD. Customers: Texas Instruments
    Tight with Micron (MU) @ NanoFab facility in Boise, ID
    Strength with 240 refresh rates on FPD.
    I believe:
    A winner for 2011.
    Could earn $0.80 in 2011.
    Possible progress to a p/e of 12 to 15...
    May imply a price target of $9.60 to $12.

10.25-0.10(-0.97%)May 5 4:00 PMEDT