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Semiconductor Equipment Manufacturers - What Does This Month's Book-to-Bill Signify?

Sat, 21 Mar 2009 18:56:00 GMT

The SEMI trade group released the February 2009 Book-to-Bill Report for North America-based manufacturers of semiconductor equipment. Rather than list the numbers in detail, we'll just present the charts below (values in millions of dollars, February numbers are preliminary). Before digging into the numbers, I expected to write another post on how the semiconductor equipment sector was crashing even further. But maybe we can say there's light at the end of the tunnel. This first chart shows that billings in dollar terms are decreasing and, of course, that is bad. Bookings, however, now seem to be decreasing at a much slower rate; they are down only 5% month-over-month. This might not sound that great but from November to December 2008 bookings dropped 26% and from December 2008 to January 2009, they dropped over 52% so this is very welcome reduction in the rate of[More...]

How Bad Will 2009 Be For The Semiconductor Industry?

Tue, 23 Dec 2008 04:46:00 GMT

So how bad will it be? iSuppli says let me count the ways. Dale Ford, senior vice president for iSuppli is quoted as follows: "The semiconductor industry's growth cycle is shaped by six primary, interrelated forces—global economic health, electronic equipment production, chip supply/demand balance, capital investment, industry and individual company profitability and competition... All six of these areas will present challenges for the semiconductor industry in 2009."Let's take a look at a few of these. Global Economic Health -- The recession that began in the U.S. has become a global phenomena. This is impacting both consumer electronics and enterprise equipment suppliers. With declines in OEM factory revenues projected, semiconductors will feel the knock-on effect. iSuppli expects the result for[More...]

Mixed Earnings Not Enough To Cheer Street

Wed, 22 Oct 2008 14:23:00 GMT

Futures are flashing deep losses for the major stock indexes at today's open as recession fears grip global markets and oil drops below $70 a barrel. The Nasdaq is indicating a slightly better beginning, at least relative to the other indexes.[More...]

Notable Earnings After Market Close (10/22/2008) - Part 1

Wed, 22 Oct 2008 13:44:00 GMT

Stock Symbols: CTXS,PTI,LRCX,SLM,ADS,ALL,ISIL,KNX,NVEC,TER,RHI,ANAD,STX,ACL,AEIS,AGP,AMGN,AMZN[More...]

10 Ways Tech Gets Hurt By The Consumer Slowdown

Thu, 16 Oct 2008 13:46:00 GMT

As expected, the retail sales numbers released today were indeed horrible. What does that mean for the tech sector?First, how bad were the retail sales numbers? According to the Census Bureau retail sales report for September, estimated monthly sales for retail and food services on a seasonally adjusted basis fell 1.2% last month from the previous month. This is the biggest monthly percentage decline in more than three years. It is also represents a 1% drop from September 2007.According to the New York Times, MasterCard reported last week that spending on consumer electronics and home appliances dropped 13.8 percent in September compared with a year ago. That number is by far the largest recorded since MasterCard began tracking the category in 2003, and twice the largest previous monthly drop in such spending.Given that[More...]

Picks for Monday's Rally

Mon, 13 Oct 2008 14:35:00 GMT

Considering Friday's late day surge and the action in world markets to start the week, we are likely to get a strong rally today, and even possibly an intermediate term bottom. I plan to play this rally fairly aggressively, including looking for some advantageous entries premarket. Here are some of the names I am considering:- QLD, designed to provide twice the performance of the NASDAQ 100, is my first choice in index ETF's. It shows climax selling on last Wednesday and Thursday, followed by a high volume close in the green on Friday.[More...]

Technology Stocks Lose Grounds On Global Sell-Off, Some Hitting New 52-Week Low

Mon, 06 Oct 2008 18:08:00 GMT

New York, NY - With the financial crisis spreading across Europe, technology stocks are losing their luster ahead of holiday season. However, the market analysts still have "Buy" rating on some of the following stocks that hit a few 52-week low on Monday.[More...]

Chip Manufacturing Equipment Sales Slip - Is t a Bottom Yet?

Thu, 11 Sep 2008 14:30:00 GMT

If you were thinking it might be time to bottom-fish among the semiconductor equipment stocks, you might want to restrain that impulse.SEMI (Semiconductor Equipment and Materials International, a global industry association) reported yesterday that worldwide semiconductor manufacturing equipment billings were $7.83 billion in the second quarter of 2008. That is 26 percent less than the first quarter of 2008 and 29 percent less than the same quarter a year ago.Surprisingly, China and Taiwan saw the largest drops in percentage terms. Given how much semiconductor manufacturing has moved offshore to these two countries, it is a clear indication that demand for semiconductors is lagging the capacity available to produce them. If there is excess capacity, it is a sure bet that the semiconductor manufacturing equipment sector will remain in the doldrums for the foreseeable future.

: iStockAnalyst.com Symbols Feed

Semiconductor Equipment Manufacturers - What Does This Month's Book-to-Bill Signify?

How Bad Will 2009 Be For The Semiconductor Industry?

Mixed Earnings Not Enough To Cheer Street

Notable Earnings After Market Close (10/22/2008) - Part 1

10 Ways Tech Gets Hurt By The Consumer Slowdown

Picks for Monday's Rally

Technology Stocks Lose Grounds On Global Sell-Off, Some Hitting New 52-Week Low

Chip Manufacturing Equipment Sales Slip - Is t a Bottom Yet?

Tech Stocks Seen As Good Hedge in Uncertain Economy

Silicon Valley Jobless Rate Hits 10 Percent for First Time Since 1990

High-Tech Job Cuts Landing in Fremont

Fremont's Solyndra Goes From Stealth to Solar Star

WaMu Selling Pleasanton Buildings

Advanced Micro-Fabrication Equipment, Inc Prevails in Patent Infringement Suit Filed Against the Company By Lam Research in Taiwan ; Intellectual Property Court in Taiwan Dismisses LAM Research's Complaint

Lam Research Corporation Announces Participation at Pacific Crest and Oppenheimer Investor Conferences

Lam Research Corporation Announces Financial Results for the Quarter Ended June 28, 2009

Lam Research Announces June Quarter Financial Conference Call

Lam Research Corporation to Host Analyst and Investor Meeting

Lam Research Corporation Announces Participation at Bank of America and Merrill Lynch U.S. Technology Conference

Lam Research Corporation Announces Participation at J.P. Morgan Investor Conference

Lam Research Corporation Announces Financial Results for the Quarter Ended March 29, 2009

Lam Research Announces March Quarter Financial Conference Call

Institutional Investor Announces America's Best Investor Relations

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