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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST
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To: sixty2nds who wrote (28083)1/20/2006 7:39:17 PM
From: sixty2nds  Read Replies (2) of 95616
 
09:18 B2B inches up, expect AMAT and KLAC to disproportionately benefit - WR Hambrecht

WR Hambrecht notes in last night's monthly release, SEMI's North American December book-to-bill ratio came in at 0.96, nominally higher than November's figure of 0.93 (revised up from 0.92). While meaningful for historical analysis, December's data is arguably of limited utility in the context of the current semicap environment. The firm believes that to discern the prospects of the industry for the first half of this year, it is more relevant to dissect the bullish commentary of companies that reported earlier this week, comments which were the rising tide that lifted all semicap boats yesterday. While the firm expects some profit-taking today, they believe the current run still has legs and is likely to last through Applied Materials' (AMAT) earnings call next month. That said, the firm's conviction that stock-picking is key to generating outsized returns remains unchanged. To that end, they continue to like ADE Corp. (ADEX) for its leadership in dimensional metrology for bare wafers and secular tailwind of 300mm capacity expansion. In addition, their view of Rudolph Technologies (RTEC) would change positively in the event the company is able to consummate its merger with August Technology (AUGT).
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