Semiconductor Capital Equipment Stocks Discussion

Top 61. Dec 3, 1998 2:51 PM

» KwL - Yes!

Great! Thanks alot! I can do 5 stocks on a single graph. Have to test out Mutual funds and Indices.

thanks again!

-- posted by KwL

Top 62. Dec 3, 1998 5:50 PM

» JenL_3 - StockTools.com

Steve - StockTools.com is a cool link. Besides the ability to track several stocks at once on the same chart, there are also several other useful links there. I clicked on "humor" which brought up Investoons.com. Now we have a new source for the "Investment Humor" thread.

Thanks Steve....J.L.

-- posted by JenL_3

Top 63. Dec 4, 1998 7:54 AM

» Kirk - Great Chart

Here is an interesting graph of UTEK vs LRCX and AMAT for the year:

Click this

This next chart is more confused as it adds in TER and KLAC (BB picks that never made it to the newsletter but mentioned on the air and did almost as well as LRCX)

-- posted by Kirk

Top 64. Dec 4, 1998 1:57 PM

» Kirk - chip industry fundamentals are improving

To: +Kirk (2338 ) From: +Mort Friday, Dec 4 1998 3:37PM ET

NEW YORK, Dec 3 (Reuters) - Shares of Lam Research Corp. (Nasdaq:LRCX) and other companies that supply equipment to the semiconductor industry rose on Thursday, boosted by analysts' positive comments on the outlook for the industry.

Shares of Lam Research jumped 1-5/8 to 22-1/2 in early trade before settling back to
21-1/2, up 5/8, near midday.

Views that overall chip industry fundamentals are improving bolstered stocks in the sector. Credit Suisse First Boston analyst Elliott Rogers, in a research brief, said Lam had confirmed that its orders rose in early November, mirroring trends evident among leading chip equipment companies.

-- posted by Kirk

Top 65. Dec 4, 1998 8:06 PM

» SteveT - look at this

ADI INTC AMAT TER NVLS

CHART

I don't see ADI as an indicator, infact with 5 stocks on one graph it is hard to see anything. Wouldn't it be nice if the charts went back more than a year. It maybe useful through an entire cycle but this industry has had a rough year. I think I will rely on fundamentals and good old horse sense.

-- posted by SteveT

Top 66. Dec 9, 1998 10:59 AM

» Heinz57 - Kirk : Gartner Group says....

Dataquest forecasts that worldwide semiconductor revenue will grow by 12 percent in 1999, totaling $155 billion, following an unexpected 6 percent decline in 1998. By the year 2002, worldwide semiconductor revenue will total just over $250 billion, ...

GG can be extremely expensive, but they appear heavy on this subject.

Heinz

-- posted by Heinz57

http://fnews.yahoo.com/fool/98/12/18/lna...

Top 67. Dec 18, 1998 2:25 PM

» SteveT - Book to Bill

The trend appears to be upward. How long will it last?

-- posted by SteveT

Top 68. Dec 20, 1998 7:39 AM

» KirkL - More on improved Book to Bill

This is really positive news!

What is good for Intel is good for the semicaps:

"The good news didn't stop there for semiconductor companies: Two analysts increased their earnings expectations for chip bellwether Intel (INTC) Friday as well.

Morgan Stanley Dean Witter analyst Mark Edelstone raised his 1998 profit estimates to $3.48 a share from $3.45 a share, and increased earnings expectations in 1999 to $4.60 a share from $4.40 a share.

In a research note, Edelstone cited strong demand for personal computer products and low inventories -- yet another signal of increased demand in the chip industry. The analyst also reiterated his "strong buy" rating on the stock and his $150 a share 12-month price target for Intel's shares.

Prudential Securities analyst Hans Mosesmann also rose his earnings estimates on Intel Friday based on his estimates that average selling prices will rise $5 to $6 above third-quarter prices, which were about $213 to $214. "

-- posted by KirkL

Top 69. Dec 20, 1998 11:08 AM

» KirkL - Some Great Semicap charts

To: +Clark Hare (7447 )
From: +Gottfried
Saturday, Dec 19 1998 2:16PM ET
Clark/all, graphic representations of btb, orders and price, updated...

Gottfried

-- posted by KirkL