Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Electro Scientific??? -- Ignore unavailable to you. Want to Upgrade?

To: vinh pham who wrote (622)	7/13/1999 1:46:00 PM
From: Box-By-The-Riviera™	Respond to of 723

thanks for the feedback. regards Joel

To: vinh pham who wrote (622)	7/13/1999 6:33:00 PM
From: Mark Oliver	Respond to of 723

Electro Scientific Industries Inc. (ESIO) 39 7/8 -2 1/2: Needham reiterates "buy" rating on manufacturer of electronic test equipment after Q4 earnings fell in line with estimates..... another headline from briefing.com Electro Scientific Industries (ESIO) 42 3/8 -1 5/16: wireless communications equipment manufacturer reports fiscal Q4 net of $0.30 a share, in line with the First Call mean, vs yr-ago EPS of $0.57; see press release ..... How exciting, mmaybe that acquisition you wanted happened? They now seem to be a "wireless communications equipment manufacturer". Oh well, it must have been a busy day. :) Regards, Mark

To: vinh pham who wrote (622)	7/14/1999 10:51:00 AM
From: Mark Oliver	Respond to of 723

Sure would be stimulating if there were more alternative metals used by ESI's customers. I keep hoping they can get a good move diversifying out of DRAM. Regards, Mark Novellus CEO Hill Predicts Increase in Orders: Bloomberg Forum San Francisco, July 13 (Bloomberg) -- Novellus Systems Inc., the second-biggest U.S. maker of equipment used to put metal in semiconductors, is finding that demand for its products is strong and orders could rise faster than 10 percent from quarter to quarter in the second half, said Chief Executive Richard Hill. ''Bookings are robust,'' he told the Bloomberg Forum. ''Ten percent from quarter to quarter is pretty significant, but it could be north of that.'' That's a turnaround from the second half of 1998, when a steep, industry-wide decline in demand for chip equipment led to a drop in orders. Earnings fell with orders and sales, tumbling 64 percent to $8.14 million in the fourth quarter. Hill declined to forecast sales or profit for the second half or 2000, though he said the long-term outlook is rosy enough that Novellus expects to sell $2 billion of equipment a year within 5 years. That compares with 1998 sales of $518.8 million. ''There's a lot of buying for technology, and Novellus is getting more than its fair share,'' Hill said. Semiconductor Equipment and Materials International, a trade association, today forecast that worldwide sales of chip equipment will increase 9 percent this year, 18 percent in 2000 and 22 percent in 2001. Sales plunged 21 percent in 1998 to $21.8 billion, it said. Novellus sells machines that deposit the ultra-thin layers of metal or insulation that become the wiring, or interconnects, in a chip. It's best known for products that make interconnects with copper, a metal that slowly is becoming the standard in chips, replacing aluminum. Hill, in San Francisco to attend the Semicon West trade show, expects that within three years, half or more of the equipment bought to make interconnects will be copper-related. It's a small percentage today. Shares of San Jose, California-based Novellus fell 2 3/8 to 69 9/16. Jul/13/1999 20:20 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P. Any redistribution of Bloomberg content, including by framing or similar means, is expressly prohibited without the prior written consent of Bloomberg L.P. Any reference to the material must be properly attributed to Bloomberg News. The information herein was obtained from sources which Bloomberg L.P. and its suppliers believe reliable, but they do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities or commodities.(C) Copyright 1999 Bloomberg L.P. BLOOMBERG, Bloomberg News, Bloomberg Financial Markets, Bloomberg Television, Bloomberg News Radio are trademarks, tradenames and service marks of Bloomberg L.P.

To: vinh pham who wrote (622)	7/27/1999 10:04:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 723

<I am in the semi equipment industry. IHMO the analysts are expecting a recovery much quicker than it is happening. > KULICKE & SOFFA is reporting a pretty good quarter this morning, a 3 cent loss vs estimate of 8 cent loss, but more important they are saying bookings are up. ''We are pleased with the continued strength in bookings during the quarter and believe we have entered a cyclical recovery,'' said C. Scott Kulicke, chairman and chief executive officer of K&S. ''Our packaging materials business continued to perform well, achieving record operating profit for the quarter, and after four quarters of losses the equipment business returned to profitability. We expect both businesses to continue their strong improvement in the fourth quarter.'' biz.yahoo.com Certainly, this is not going to pull ESI out if it's sleep, but it can't hurt. I've been very disappointed to see every Semi Equipment company post great stock gains while ESIO trades 30K shares a day, up 1/8. Then, when there is a pull back, they take it hard. Oh well. A little news from the PR department couldn't hurt if you guys are reading this. Regards, Mark