Semiconductor Capital Equipment Stocks Discussion

Top 221. Jan 19, 2000 12:34 PM

» Kirk - It doesn't get much better than this

To: matt dillabough who wrote (2591)
From: A. Edwards
Tuesday, Jan 18, 2000 10:34 PM ET
http://www.siliconinvestor.com/stocktalk...

NVLS bookings topped $300 millions with BTB about 1.5:

* revenue for Q4 exceeded ML's $190 millions estimates;
* EPS for Q4 exceeded the Street consensus;
* bookings exceeded SSB's $280-290 millions estimates;
* backlog at 12/31/99 exceeded ML and SSB $300 millions estimates;
* book-to-bill was better than the industry average of 1.1 to 1.2.

-- posted by Kirk

Top 222. Jan 19, 2000 12:39 PM

» Kirk - NVLS up 30% since 1/7/00

I hope people that own these great stocks are taking profits this year and not just selling on a fear of valuation. Higher earnings can really help valuations.

Look at that! NVLS is up nearly 30% since Friday 1/7/00!!!! 30% in 12 days! Amazing what some great news on the earnings front can do for a stock or a group of stocks!

-- posted by Kirk

Top 223. Jan 19, 2000 1:03 PM

» Kirk - Better chart

Better chart

AMAT, TER, NVLS & LRCX
<img src=http://chart.neural.com/servlet/GIFChart... width=450 height=250>
TER and NVLS are up 40% since 1/7/00

I am glad I don't try to market time these and just suck out a bit of profits as they go higher and higher!

Yipee!

-- posted by Kirk

Top 224. Jan 19, 2000 1:13 PM

» Rande - Guess this thread is as good as any --

Guess this thread is as good as any --

Transmeta news breaks:

PR Wire

Reuters

-- posted by Rande

Top 225. Jan 19, 2000 1:18 PM

» matttheduck - these stocks

here's something else i give brinker some credit for. he was mentioning how undervalued these stocks were all during the summer of '98. he came as close to pounding the table on these as he ever has on an individual stock in my experience. i would never have bought amat ter klac without that. of course, readers of financial savvy got similar advice smile

. i have not taken any profits. i constantly struggle with the greed/fear thing.

-- posted by matttheduck

Top 226. Jan 19, 2000 1:24 PM

» Kirk - Yes, Brinker was very positive on these on the radio.

Yes, Brinker was very positive on these on the radio.

OF course, he never mentioned them in his newsletter...

How do you weigh that? He mentions LU on the radio and then we get a post like This one on SI.

Pay particular attention to "He has never recommended LU in Marketimer, he has never told anyone on the radio to invest in LU,...."

One could easily replace LU with AMAT, NVLS & TER but not UTEK or LRCX.

Maybe it was your skill to pick what stocks he was favorably mentioning on the radio and finding good value and times to pick them?

IF you sold these when his newsletter was mailed on 1/7/00 you could have left as much as 40% on the table too...

I think you deserve the most credit, but we do thank Bob for pointing out some good stocks on the radio. (he talked of PFE in a very favorable light last year also...)

-- posted by Kirk

Mystery chip finally ready to roll

Top 227. Jan 19, 2000 1:24 PM

» JenL_2 - Transmeta Crusoe Chip

Some Transmeta Crusoe chip links:

From 1/18 sjmercury.com:

From 1/19 RagingBull Patriot Scientific (PTSC) Message board:

Full notes on Crusoe chip

(I posted about Patriot Scientific earlier on the “Penny Stock” thread. The various PTSC message boards are abuzz about the possible effect that the release of the Crusoe chip may have on Patriot Scientific’s PSC1000 micro-chip…. but that is a story for the "penny stock" thread.)

…….Jen

-- posted by JenL_2

Transmeta Unveils Chip Aimed At Portable, Handheld Machines

Top 228. Jan 19, 2000 11:29 PM

» JenL_2 - Transmeta Crusoe Chip Unveiled

This from 1/20 WSJ:

By DEAN TAKAHASHI

Transmeta Corp., a heretofore secretive Silicon Valley start-up, posed a challenge to Intel Corp. by unveiling a microprocessor chip for portable computers and handheld "information appliances."

David Ditzel, Transmeta's chief executive, told a crowd of 200 reporters and analysts that its line of chips, the "Crusoe" family, will run a range of operating-system software including Microsoft Corp.'s Windows and the free Linux system. "We're creating a whole new category of computing," Mr. Ditzel said.

Intel has faced similar challenges during the past two decades from a string of companies. Most such efforts have failed, although a few companies, most notably Advanced Micro Devices Inc., have held on to small fractions of the market.

Still, Transmeta....

http://www.transmeta.com

...Santa Clara, Calif., poses a credible threat to Intel, said Keith Dieffendorff, an analyst at Micro Design Resources Inc., Sunnyvale, Calif., because it designed a chip specifically to run on low power -- an important feature requirement for mobile computers. An Intel official declined to comment.

Transmeta has been closely watched as much for its people and its backers as for its technology. Mr. Ditzel was once a prominent executive at Sun Microsystems Inc., Palo Alto, Calif., Linus Torvalds, creator of Linux, is Transmeta's software programmer. Investors include prominent venture-capital funds and institutions such as Microsoft co-founder Paul Allen's Vulcan Ventures Inc., Soros Fund Management LLC, Deutsche Bank AG, Walden Group, Institutional Venture Partners and Integrated Capital Partners. Transmeta has raised more than $100 million, Mr. Ditzel said.

Transmeta's chip is unique in its combination of hardware and software. The Crusoe chips can take Windows or Linux programs and translate them into an internal code the chip can process at fast speeds. Linley Gwennap, an analyst at the Linley Group in Mountain View, Calif., said the translation slows the chip somewhat; Transmeta acknowledges that a 700-megahertz Crusoe chip offers the same software performance as a 500-megahertz Intel Pentium III chip.

However, the translation feature has benefits. It lets the chip run any operating system and a user easily can switch between operating systems, Transmeta says. The company will focus on Windows and Linux first, Mr. Ditzel said. But other software, such as Sun Microsystems' Java, could also run on the chip, he said.

The Crusoe chips are smaller than Intel's because they don't have circuitry associated with Intel's specific architecture built into them, Transmeta said. With the small size comes lower costs and smaller power usage, the company said. It can operate a laptop computer for weeks at a time in a "sleep mode" and double the typical battery life, without the need for costly cooling systems, Mr. Ditzel said.

Transmeta's customers are expected to include numerous computer makers. S3 Inc., a Santa Clara, Calif., graphics chip and PC-accessory maker, is expected to announce Thursday it will make a "Web pad," an Internet appliance that uses a 400-megahertz Crusoe chip and runs Linux. Transmeta also will have a 700-megahertz chip for ultralight-notebook computers coming out midyear.

International Business Machines Corp. will make the chips under contract for Transmeta. Terms of the contract weren't released. Besides bringing a well-honed chip-making operation, IBM also offers the small company an important legal shelter against Intel because it has a patent cross-licensing agreement with Intel.

Mr. Ditzel said the chip line is named after Robinson Crusoe; he liked the name's connotations of "adventure, travel and mobility," he said.

Transmeta "lives up to the buzz," said Mark Edelstone, an analyst at Morgan Stanley Dean Witter. "Now we have to wait and see if they really deliver."

Subscribe to WSJ & Barron's online @ http://www.wsj

.....Jen

-- posted by JenL_2

Top 229. Jan 20, 2000 5:34 PM

» Kirk - DECEMBER 1999 BOOK-TO-BILL RATIO OF 1.18

NORTH AMERICAN SEMICONDUCTOR EQUIPMENT INDUSTRY POSTS DECEMBER 1999 BOOK-TO-BILL RATIO OF 1.18

Story

Month	Shipments	Bookings	Book-to-Bill
July 99	1,375.2	1,530.9	1.11
August 99	1,440.7	1,565.1	1.09
September 99	1,412.9	1,510.7	1.07
October 99 (final)	1,484.3	1,609.5	1.08
November 99 (revised)	1,541.7	1,700.7	1.10
December 99 (prelim.)	1,557.8	1,832.5	1.18

It just gets better and better!

-- posted by Kirk