Semiconductor Capital Equipment Stocks Discussion

Top 191. Oct 16, 1999 6:40 PM

» Roger_Babson - AMAT, INTC...

... are nuclear winter stocks, just as are HWP and IBM, as well as a few dozen others.

The ostrich tech analysts are a sight to behold. They know the whole game relies on keeping the tech gorillas from turning over.

It is just a matter of time before these lovely swans take a dive, so to speak. Birds of a feather, as they say, "flop" together.

This time around, the beautiful swans will turn into ugly ducklings, rather than the other way around.

These "high-flying" stocks are hanging on by a wing and a prayer.

In their case, a bird in the hand is worth nothing, not even a bush.

Ah, an odd mix of metaphor and pun. Ya gotta love this guy's willingness to exercise poetic license. Or should that be exorcise his license to be poetic? :-)

Rukeyser would be proud, I'm sure. ;-)

Regards,

-- posted by Roger_Babson

Top 192. Oct 20, 1999 10:09 AM

» SteveT - 300 mm and .13 are were it is at

semiconductor news story from last week

link

-- posted by SteveT

Top 193. Oct 22, 1999 7:37 AM

» Kirk - September Bood-to-bill Ratio = 1.08

Full Story

North American Semiconductor Equipment Industry Posts September 1999 Book-to-Bill Ratio of 1.08 Bookings 208 Percent Above Last Year`s Cyclical Low Point

MOUNTAIN VIEW, Calif., Oct. 21 /PRNewswire/ via NewsEdge Corporation -- The North American-based manufacturers of semiconductor equipment posted an September 1999 Book-to-Bill ratio of 1.08, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.08 means $108 in orders were received for each $100 worth of products shipped.

The three-month average of worldwide shipments in September 1999 was $1.37 billion. The figure is three percent below the August 1999 level, yet is 62 percent above the September 1998 shipments level of $846 million. The three-month average of bookings in September 1999 was $1.48 billion. The bookings figure is four percent below August 1999, yet is 208 percent above the cyclical low point of $481 million posted in September 1998.

"Taiwan is currently a market for 17 percent of the world's equipment business. The earthquake there undoubtedly contributed to the pause reflected in September's figures," said Stanley Myers, president of SEMI. " Despite the modest September performance, we are encouraged that the industry anticipates a strong fourth quarter, improvement on last year's results and uninterrupted business for the foreseeable future."

The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars.

Month Shipments Bookings Book-to-Bill
April 99 1,099.1 1,405.1 1.28
May 99 1,216.7 1,514.2 1.24
June 99 1,288.3 1,560.5 1.21
July 99 (final) 1,375.2 1,530.9 1.11
August (revised) 1,411.6 1,542.2 1.09
September (preliminary) 1,371.3 1,482.7 1.08

The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data.

-- posted by Kirk

Top 194. Dec 4, 1999 3:29 PM

» SteveT - jbking here you go

Saturday in chat jb asked about SOXX components here they are:

Advanced Micro Devices, Inc.
Analog Devices, Inc.
Applied Materials, Inc.
Intel Corporation
LAM Research Corp.
LSI Logic Corporation
Lattice Semiconductor Corp.
Linear Technology Corp.

Micron Technology, Inc.
Motorola, Inc.
National Semiconductor Corp.
Novellus Systems, Inc.
Teradyne, Inc.
Texas Instruments Inc.
VLSI Technology, Inc.
XILINX, Inc.

link scroll down for components list.

-- posted by SteveT

Top 195. Dec 5, 1999 6:12 AM

» PeteM - Ha, I just saw Roger's September post to short AMAT.

Ha, I just saw Roger's September post to short AMAT. Hey buddy time to cover that short AMATs gone from 80 to 110. And here I thought Roger was a conservative investor. Priceless!

-- posted by PeteM

http://biz.yahoo.com/rf/991217/bf3.html

Top 196. Dec 17, 1999 11:22 PM

» Kirk - Novellus says Q4 to beat estimates, splits stock

Novellus says Q4 to beat estimates, splits stock

SAN JOSE, Calif., Dec 17 (Reuters) - Novellus Systems Inc. (NasdaqNM:NVLS - news), a maker of equipment for manufacturing computer chips, said on Friday that booming sales meant its fourth quarter profits would beat Wall Street estimates ``substantially''.

The San Jose, Calif.-based company said revenues for the three-month period would come in at around $190 million, with sales for the first half of next year topping $500 million.

``Because of the significant increase in bookings we have experienced this quarter, we now expect to substantially exceed consensus street estimates for revenues and profits,'' Chief Financial Officer Robert Smith said in a statement.

Smith gave no exact figures for expected earnings, but the company was expected to earn 65 cents a share for the fourth quarter, according to First Call/Thomson Financial, which compiles analyst estimates.

Novellus also declared a three-for-one split of its common stock, with a record date of Dec. 30 and payment to be made around Jan. 15.

The split would give Novellus about 240 million authorized common shares and about 120 million shares outstanding, it said without elaborating.

Earlier on Friday, Merrill Lynch raised its earnings per share forecast for Novellus to $1.75 from $1.72 for this year, and to $4.00 from $3.35 for next year.

``Penetration at accounts where they were historically weak such as Taiwan Semiconductor Manufacturing and Intel are producing big market share gains,'' Merrill said.

Shares in Novellus rose 8-31/32 to 85-11/32 on the Nasdaq trading system on Friday. The earnings announcement was made after the close of U.S. markets.

-- posted by Kirk

http://biz.yahoo.com/rf/991216/bny.html

Top 197. Dec 17, 1999 11:25 PM

» Kirk - KLAC splits 2 for 1

Thursday December 16, 8:31 pm Eastern Time
KLA-Tencor declares 2-for-1 stock split
SAN JOSE, Calif., Dec 16 (Reuters) - KLA-Tencor Corp. (NasdaqNM:KLAC - news) announced on Thursday a two-for-one stock split in the form of a stock dividend.

The stock dividend would be paid on or about Jan. 18, to stockholders of record on Jan. 4, the semiconductor company said in a statement.

Company Press Release
KLA-Tencor Corporation Declares 2-For-1 Stock Split
SAN JOSE, Calif.--(BUSINESS WIRE)--Dec. 16, 1999--KLA-Tencor Corporation announced today a two-for-one stock split in the form of a 100 percent stock dividend. The stock dividend will be paid on or about January 18, 2000 to stockholders of record on January 4, 2000.

KLA-Tencor Corporation is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries. KLA-Tencor is traded on the Nasdaq National Market under the symbol KLAC. Additional information on the company is available on the Internet at www.kla-tencor.com.

-- posted by Kirk

Top 198. Dec 18, 1999 2:09 AM

» JenL_2 - SEMICONDUCTORS

This is 12/17 Tip World's Stock Tip of the Day:

SEMICONDUCTORS

When an entire index breaks out of a trading pattern and pushes to new highs, you know a sector is benefiting from industry-wide news. When it comes to semiconductors, it's all in the perspective. Over the last two years, the Philadelphia Exchange Semiconductor Index ($SOX) has risen dramatically, and seemingly uninterruptedly, since the doldrums of September 1998. At that point, the index (consisting of 16 leading semi companies) was positioned at 200, and it has since broken the 650 level. Under the short-term magnifying glass, SOX was stuck in a trading range during November, and has recently broken out on great news in the wireless industry. Summaries and projections from Nokia (NOK), the cell-phone leader, caused analysts to raise price expectations and stocks in related industries to jump. Prime beneficiaries included Motorola (MOT) and Ericsson (ERICY).

Brad Hill

http://www.bradhill.com

is the author of 10 books about the Internet and personal technology. He currently teaches Investing on the Web, an online course for ZDU; writes the Investor 2000 column for Raging Bull; and is the producer of Closing Bell, a daily market report.

The information contained in this tip is based on rules and regulations existing at the time of initial publication. These rules and regulations are subject to change. Neither TipWorld nor the author of this tip is engaged in rendering legal, accounting, or other professional services. The reader should always consult with a professional adviser to ascertain current rules and regulations and the application of this tip to personal circumstances.

.....Jen

-- posted by JenL_2

Top 199. Dec 18, 1999 7:19 AM

» Kirk - Intel Announcement is key

It didn't hurt the sector either that Intel announced that it was having trouble meeting the large demand for microprocessors and flash memory so it was planning on:

…. reopening a plant in Aloha, Oregon, to make memory chips. It's spending $800 million to renovate a plant in Hudson, Massachusetts, and has filed for permits to build a new plant near Chandler, Arizona. No decision has been made on whether to build in Chandler, a spokesman said.

This is another billion in spending that was not planned for in the semiconductor capital equipment sector.

-- posted by Kirk