Hitting the screens: Electrical Measuring Instruments sorted by Volume News Highs:
tick UP-friday KLAC 15.42% MCTI 14.97% CMOS 10.17% TEK 4.76% REAL 22.45% EVSN 14.89%
clearstation.com
Volume is drivin prize up: look:
Date High Low Close Volume Mar 3 2000 8.12 6.19 7.50 295,900 Mar 2 2000 6.50 5.62 6.12 92,400 Mar 1 2000 6.19 5.06 5.75 89,100 Feb 29 2000 5.50 4.75 5.00 71,900 Feb 28 2000 5.12 4.75 4.94 15,200 Feb 25 2000 5.50 4.69 5.12 54,400 Feb 24 2000 4.88 4.50 4.75 22,600 Feb 23 2000 5.00 4.50 4.81 100,300 Feb 22 2000 5.47 4.75 5.00 28,200 Feb 18 2000 5.75 5.00 5.50 55,900
Feb 17 2000 5.88 5.44 5.50 100,700 Feb 16 2000 6.25 5.50 5.75 95,100 Feb 15 2000 6.50 5.94 6.25 208,800 Feb 14 2000 6.38 5.00 6.25 261,500 Feb 11 2000 5.62 5.06 5.06 58,600 Feb 10 2000 5.50 5.00 5.50 86,600 Feb 9 2000 5.56 4.75 5.00 162,000 Feb 8 2000 4.94 4.62 4.75 41,500 Feb 7 2000 5.00 4.62 4.75 61,800 Feb 4 2000 5.00 4.75 4.88 54,700
Feb 3 2000 5.38 4.75 5.00 157,100 Feb 2 2000 5.81 4.75 5.12 397,000 Feb 1 2000 4.25 3.81 4.25 172,100 Jan 31 2000 3.62 3.06 3.38 9,700 Jan 28 2000 3.50 3.25 3.25 26,000 Jan 27 2000 3.88 3.50 3.62 30,100 Jan 26 2000 3.62 3.41 3.62 19,900 Jan 25 2000 4.00 3.62 3.62 16,600 Jan 24 2000 4.25 3.75 3.75 16,500 Jan 21 2000 4.56 4.06 4.25 76,800
Jan 20 2000 4.38 3.50 4.38 97,200 Jan 19 2000 4.19 3.12 3.50 171,400 Jan 18 2000 3.06 2.75 3.06 46,800 Jan 14 2000 3.00 2.75 2.88 31,300 Jan 13 2000 2.88 2.75 2.84 6,700 Jan 12 2000 2.81 2.69 2.75 0 Jan 11 2000 2.94 2.75 2.75 54,300 Jan 10 2000 3.00 2.78 2.84 5,500 Jan 7 2000 3.00 2.75 2.78 48,000 Jan 6 2000 3.25 3.00 3.12 0
Jan 5 2000 3.25 3.00 3.12 22,000 Jan 4 2000 3.25 2.88 3.00 50,700 Jan 3 2000 3.25 2.81 3.00 21,300 Dec 31 1999 3.25 2.81 2.81 59,400 Dec 30 1999 2.81 2.62 2.81 91,000 Dec 29 1999 2.75 2.44 2.75 78,800 Dec 28 1999 2.88 2.56 2.56 113,300 Dec 27 1999 2.75 2.50 2.75 103,900 Dec 23 1999 2.75 2.50 2.69 71,800 Dec 22 1999 2.88 2.69 2.69 20,300
Dec 21 1999 2.88 2.75 2.75 19,400 Dec 20 1999 2.97 2.69 2.75 70,200 Dec 17 1999 2.97 2.62 2.75 37,700 Dec 16 1999 2.97 2.91 2.91 13,800 Dec 15 1999 3.25 2.88 2.91 61,100 Dec 14 1999 3.00 2.81 2.88 12,200 Dec 13 1999 3.00 2.75 3.00 97,200 Dec 10 1999 3.25 3.00 3.00 81,800 Dec 9 1999 3.25 2.94 3.12 34,700 Dec 8 1999 3.00 2.94 3.00 6,700
Dec 7 1999 3.00 2.88 3.00 19,500 Dec 6 1999 3.41 2.75 3.00 32,200 Dec 3 1999 3.69 3.31 3.31 35,600 Dec 2 1999 3.75 3.25 3.38 68,600 Dec 1 1999 3.50 3.03 3.31 33,000 Nov 30 1999 3.00 2.88 3.00 42,500 Nov 29 1999 3.06 2.81 2.94 71,700 Nov 26 1999 2.84 2.75 2.84 2,000 Nov 24 1999 2.88 2.81 2.88 47,800 Nov 23 1999 2.88 2.75 2.81 39,400
Nov 22 1999 3.00 2.88 2.94 27,800 Nov 19 1999 3.06 2.81 3.00 31,000 Nov 18 1999 3.00 2.81 2.94 40,100 Nov 17 1999 3.00 2.69 2.88 39,400 Nov 16 1999 3.00 2.69 2.81 9,800 Nov 15 1999 2.88 2.75 2.88 8,400 Nov 12 1999 2.88 2.69 2.88 18,700 Nov 11 1999 3.00 2.62 2.88 48,200 Nov 10 1999 2.62 2.50 2.56 58,000 Nov 9 1999 2.81 2.50 2.62 89,500
Nov 8 1999 2.91 2.62 2.62 63,700 Nov 5 1999 3.06 2.81 2.81 23,200 Nov 4 1999 3.31 2.75 3.00 72,900 Nov 3 1999 2.88 2.50 2.75 20,100 Nov 2 1999 2.88 2.50 2.69 6,400 Nov 1 1999 2.75 2.50 2.50 7,500 Oct 29 1999 2.75 2.50 2.69 16,500 Oct 28 1999 2.75 2.44 2.62 12,100 Oct 27 1999 3.00 2.25 2.75 16,500 Oct 26 1999 2.69 2.31 2.50 10,000
Oct 25 1999 2.75 2.25 2.56 90,400 Oct 22 1999 2.81 2.69 2.81 71,600 Oct 21 1999 2.88 2.75 2.75 24,400 Oct 20 1999 3.25 2.75 2.75 176,000 Oct 19 1999 3.62 3.31 3.38 28,200 Oct 18 1999 3.56 3.38 3.56 5,700 Oct 15 1999 3.50 3.31 3.44 9,900 Oct 14 1999 3.50 3.38 3.44 4,700 Oct 13 1999 3.56 3.38 3.56 18,900 Oct 12 1999 3.50 3.38 3.44 32,400
Oct 11 1999 3.50 3.38 3.38 12,800 Oct 8 1999 3.44 3.31 3.44 40,900 Oct 7 1999 3.50 3.31 3.38 11,500 Oct 6 1999 3.62 3.25 3.38 42,100 Oct 5 1999 3.69 3.25 3.38 47,800 Oct 4 1999 3.75 3.38 3.75 10,900 Oct 1 1999 3.62 3.25 3.31 27,300 Sep 30 1999 3.88 3.44 3.56 112,200 Sep 29 1999 3.75 3.56 3.62 59,900 Sep 28 1999 4.12 3.88 3.94 8,500
Sep 27 1999 4.00 4.00 4.00 5,800 Sep 24 1999 4.12 3.88 3.88 11,900 Sep 23 1999 4.12 3.88 3.88 47,800 Sep 22 1999 4.16 4.06 4.06 4,900 Sep 21 1999 4.12 4.00 4.00 8,600 Sep 20 1999 4.25 4.06 4.12 95,300 Sep 17 1999 4.25 4.12 4.12 4,300 Sep 16 1999 4.25 4.06 4.25 12,700 Sep 15 1999 4.50 3.94 4.25 64,100 Sep 14 1999 3.97 3.88 3.94 39,800
Sep 13 1999 4.03 4.00 4.00 12,900 Sep 10 1999 4.12 4.00 4.00 22,400 Sep 9 1999 4.06 3.94 4.06 45,600 Sep 8 1999 4.06 3.88 4.00 25,200 Sep 7 1999 4.00 3.75 3.94 0 Sep 3 1999 4.00 3.75 4.00 6,600 Sep 2 1999 3.75 3.75 3.62 48,500 Sep 1 1999 3.81 3.69 3.69 6,100 Aug 31 1999 4.06 3.69 3.75 23,400 Aug 30 1999 4.09 3.88 3.94 26,900
Aug 27 1999 4.06 3.81 3.81 23,100 Aug 26 1999 4.00 3.88 3.88 4,500 Aug 25 1999 4.06 3.81 4.00 23,600 Aug 24 1999 4.00 3.69 3.94 51,300 Aug 23 1999 4.06 3.94 4.00 7,800 Aug 20 1999 4.03 3.94 3.94 3,800 Aug 19 1999 4.12 3.94 4.00 11,100 Aug 18 1999 4.00 3.81 3.94 4,300 Aug 17 1999 4.19 3.81 3.88 21,400 Aug 16 1999 4.25 3.81 4.19 19,800
Aug 13 1999 4.19 3.88 3.88 15,300 Aug 12 1999 4.12 4.00 4.00 5,400 Aug 11 1999 4.12 3.81 4.00 19,100 Aug 10 1999 4.00 3.88 4.00 35,500 Aug 9 1999 4.25 3.56 4.12 46,700 Aug 6 1999 4.44 4.00 4.25 7,400 Aug 5 1999 4.25 3.94 4.25 10,300 Aug 4 1999 4.38 4.00 4.25 8,000 Aug 3 1999 4.62 3.88 4.12 17,200 Aug 2 1999 4.62 4.38 4.62 29,400
Jul 30 1999 5.00 4.25 4.50 71,100 Jul 29 1999 4.69 4.25 4.50 22,300 Jul 28 1999 4.62 4.38 4.56 10,900 Jul 27 1999 4.75 4.38 4.62 25,200 Jul 26 1999 4.50 4.38 4.38 21,600 Jul 23 1999 4.62 4.38 4.44 25,500 Jul 22 1999 4.75 4.62 4.75 19,700 Jul 21 1999 4.94 4.50 4.81 45,700 Jul 20 1999 6.00 4.62 4.94 149,200 Jul 19 1999 6.44 5.00 6.25 241,000
Jul 16 1999 5.38 5.00 5.25 37,600 Jul 15 1999 5.50 5.12 5.44 17,100 Jul 14 1999 5.50 4.78 5.31 36,900 Jul 13 1999 5.00 4.62 4.69 40,200 Jul 12 1999 5.03 4.88 4.94 5,800 Jul 9 1999 5.00 4.88 5.00 36,800 Jul 8 1999 5.44 4.88 4.88 41,400 Jul 7 1999 5.50 5.31 5.31 3,800 Jul 6 1999 5.50 5.31 5.38 24,200 Jul 2 1999 5.38 5.25 5.31 8,700
Jul 1 1999 5.38 5.25 5.25 8,400 Jun 30 1999 5.38 5.12 5.25 25,100 Jun 29 1999 5.38 5.12 5.12 4,200 Jun 28 1999 5.25 5.12 5.19 9,200 Jun 25 1999 5.62 5.12 5.38 36,600 Jun 24 1999 5.62 5.06 5.06 7,500 Jun 23 1999 5.62 5.38 5.50 10,300 Jun 22 1999 5.81 5.06 5.38 50,700 Jun 21 1999 5.19 4.75 5.19 25,700 Jun 18 1999 5.75 4.75 4.88 97,700
Jun 17 1999 5.50 4.25 5.38 87,200 Jun 16 1999 4.44 4.00 4.16 3,500 Jun 15 1999 4.25 4.12 4.25 10,900 Jun 14 1999 4.25 4.12 4.12 8,200 Jun 11 1999 4.50 4.06 4.50 39,400 Jun 10 1999 4.38 4.19 4.19 43,300 Jun 9 1999 4.25 4.00 4.25 17,400 Jun 8 1999 4.25 4.00 4.03 8,500 Jun 7 1999 4.12 4.00 4.00 17,500 Jun 4 1999 4.25 4.06 4.25 9,600
Jun 3 1999 4.12 4.06 4.12 15,300 Jun 2 1999 4.16 4.06 4.06 4,600 Jun 1 1999 4.25 4.06 4.06 1,700 May 28 1999 4.25 4.00 4.06 17,800 May 27 1999 4.38 4.06 4.06 32,700 May 26 1999 4.25 4.12 4.25 7,400 May 25 1999 4.44 4.06 4.06 16,100 May 24 1999 4.25 4.06 4.06 33,500 May 21 1999 4.44 4.12 4.44 9,300 May 20 1999 4.38 4.12 4.25 12,200
May 19 1999 4.12 3.94 4.12 5,300 May 18 1999 4.50 3.88 3.94 42,000 May 17 1999 4.50 4.25 4.25 31,200 May 14 1999 4.56 4.38 4.38 10,200 May 13 1999 4.88 4.38 4.62 62,800 May 12 1999 4.50 4.25 4.44 16,100 May 11 1999 4.38 4.12 4.38 23,100 May 10 1999 4.19 4.06 4.12 15,600 May 7 1999 4.25 4.06 4.12 12,800 May 6 1999 4.25 3.75 4.12 52,300
May 5 1999 4.00 3.75 4.00 11,200 May 4 1999 4.00 3.88 3.88 31,400 May 3 1999 4.00 3.75 3.75 13,000 Apr 30 1999 4.00 3.81 3.88 16,200 Apr 29 1999 4.06 3.75 3.88 22,400 Apr 28 1999 4.12 3.75 3.88 32,300 Apr 27 1999 4.12 3.88 4.00 9,200 Apr 26 1999 4.12 3.75 3.88 14,300 Apr 23 1999 4.38 4.12 4.12 16,000 Apr 22 1999 4.50 4.12 4.25 53,700
Apr 21 1999 4.50 3.56 4.38 175,400 Apr 20 1999 3.88 3.69 3.69 58,100 Apr 19 1999 3.88 3.69 3.88 27,200 Apr 16 1999 3.88 3.69 3.75 47,600 Apr 15 1999 4.19 3.56 3.81 40,100 Apr 14 1999 4.25 4.00 4.00 20,300 Apr 13 1999 4.25 4.00 4.00 55,800 Apr 12 1999 4.00 3.81 4.00 63,000 Apr 9 1999 4.00 3.81 3.81 7,800 Apr 8 1999 4.00 3.69 4.00 33,800
Apr 7 1999 3.88 3.56 3.75 17,600 Apr 6 1999 3.75 3.62 3.75 20,100 Apr 5 1999 3.75 3.69 3.69 6,300 Apr 1 1999 3.88 3.75 3.75 5,200 Mar 31 1999 4.00 3.62 3.88 14,000 Mar 30 1999 3.88 3.62 3.75 39,400 Mar 29 1999 3.88 3.62 3.75 11,600 Mar 26 1999 3.88 3.69 3.75 9,200 Mar 25 1999 3.94 3.56 3.94 22,100 Mar 24 1999 4.00 3.50 3.69 20,100 Mar 23 1999 3.88 3.62 3.75 17,100 Mar 22 1999 3.94 3.69 3.75 24,400 Mar 19 1999 4.00 3.75 3.75 49,900 Mar 18 1999 4.00 3.81 3.88 55,000 Mar 17 1999 4.12 3.94 4.00 14,300 Mar 16 1999 4.12 4.00 4.00 53,900 Mar 15 1999 4.25 4.06 4.06 14,900 Mar 12 1999 4.19 4.00 4.12 12,400 Mar 11 1999 4.19 4.06 4.09 13,400 Mar 10 1999 4.50 4.12 4.19 21,700 Mar 9 1999 4.50 4.12 4.12 47,000 Mar 8 1999 4.38 4.25 4.31 23,900
Off-topic here?: The Wall Street Transcript Publishes Semiconductor Capital Equipment Report In Robertson Stephens Tech 2000 Conference Issue
NEW YORK, March 3/PRNewswire/ -- 21 leading analysts and 33 Technology CEOs examine the Technology sector in the latest issue of The Wall Street Transcript (212/952-7433) or twst.com .
In a crucial review of this sector for investors and industry professionals, this valuable 174-page Special Issue features:
1) Semiconductor Capital Equipment -- In an in-depth Analyst Interview (2,700 words) Susan Billat, Managing Director with Robertson Stephens, discusses the outlook for the Semiconductor Equipment sector and gives specific stock recommendations. Billat summarizes the sectors she covers: "The larger group of companies
that I cover is in semiconductor capital equipment, which fall into two general categories. One is known as the front end. These are the companies, led by the largest capital equipment company, Applied Materials (Nasdaq: AMAT), that make equipment for wafer fabrication -- the ultra clean rooms you are familiar with seeing." She then goes on to say: "The back-end equipment fall into two subsets, one is assembly and the other is test." And finally, her last area of expertise: "The other sector I cover is the foundries."
Billat states "many other companies, starting with the largest, Intel (Nasdaq: INTC), have a very large capability in-house (Intel, for instance, is going to spend 5 billion dollars on capital equipment this year), but it still outsources many of its circuits and is having other companies fabricate and/or assemble and test them."
"The largest front-end foundry that I cover is TSMC in Taiwan and it primarily does wafer fabrication, Billat declares. "The largest back-end assembly and test foundry is Amkor (Nasdaq: AMKR), which I also cover."
Commenting on the lagging photomask sector of last year, she states, "it was last summer and now we are seeing signs of life. As a matter of fact, we've upgraded Photronics (Nasdaq: PLAB) and Etec (Nasdaq: ETEC) recently made comments that they too were seeing an upturn in demand. So we believe that the turn is right around the corner and we expect, as we've been saying, to see it probably in Q2, as soon as the holiday effects are over." She concludes: "We believe that the photomask sector is finally catching up with the rest of the industry, and we think that's very good news for the participants in the sector."
"One that I'm very fond of is Lam Research (Nasdaq: LRCX)," says Billat, giving her opinion of a well positioned firm in its particular sector. "They make two different major product lines. One is an etcher and they have a new etcher. Etchers, as the name implies, selectively remove material. I think they have met with great favor with the new product that has come out, and they seem to be taking a share." Adding to her opinion of well positioned firms, Billat states, "Novellus (Nasdaq: NVLS) would be another example."
"One company that we like a lot is Advanced Energy (Nasdaq: AEIS), a supplier to the suppliers," Billat asserts. "They provide power supplies to companies like Applied and Lam and Novellus, as well as providing them to other industries." That particular firm is making advances in the DVD market, and Billat concludes that "as DVD players have become less expensive and the number of DVD disks being made is going up exponentially, Advanced Energy benefits greatly. So they are another company we really like."
Offering more firms that she likes, Billat declares, "And yet another would be one we recently took public, Rudolph Technologies (Nasdaq: RTEC). They make metrology equipment, measuring equipment that is used for transparent and opaque films that take advantage of several of the inflection points I have mentioned. For example, Rudolph's tools can measure copper in a nondestructive way. Everybody else has to use a destructive test."
"Returning to the back-end, because those are all front-end companies, we like both Teradyne (NYSE: TER) and Credence (Nasdaq: CMOS)," Billat states. "They are both test companies and particularly strong in mix signal and logic testing. Those would be among our very favorites."
Finishing her analysis of the sector, Billat asserts: "The leading foundry is the TSMC and we like them very much. The other one we really like is Amkor on the back-end. For example, Intel is performing very well and we believe that Amkor provides foundry packaging services for many Intel parts." |