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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: FJB who wrote (52731)7/11/2011 8:54:51 PM
From: Sam1 Recommendation  Read Replies (1) of 95626
 
I just listened to the Novellus call, and encourage everyone who reads this board to listen to it (available on their website). Hill was his usual frank self. When the transcript goes up, I'll post some excerpts from it, although really, there is so much in it that the excerpts will probably be pretty lengthy--I do it as much for my own recall and for future reference as anything else.

At any rate, the parts I would emphasize are: he is still bullish on the sector longer term, and thinks that the caution on the part of his customers is very short term and more related to the macro economy than to the semiconductor sector itself. The pushouts that he is seeing are on the foundry side of his business, and NAND is the "most robust" of the subsectors within the semiconductor world.
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