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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Cactusjac who wrote (63302)	9/27/1999 2:50:00 AM
From: puborectalis	Respond to of 120523

Global Microchip Equipment Sales Rise 35% in July; First Gain in 14 Months By Peter Poole-Wilson and Chiharu Kamimura World Chip Equipment Sales Rose 35% in July; First in 14 Months Tokyo, Sept. 27 (Bloomberg) -- Worldwide sales of equipment used to make microchips rose in July for the first time in 14 months, further evidence of recovery in the global chip market. Chip equipment sales rose 35 percent in July from the same month a year earlier to $2.294 billion, the Semiconductor Equipment Association of Japan said. Demand is rising again thanks to gains in capital spending at Samsung Electronics Co., the world's largest computer memory chipmaker, and Taiwan Semiconductor Manufacturing Co. and United Microelectronics Corp. -- the world's top foundry chipmakers, or producers of custom-designed semiconductors. The gain in July's sales also reflects increases in spending on equipment by Intel Corp., the world's largest chipmaker, Motorola Inc., the world's No. 2 producer of cellular phones, and Texas Instruments Inc., the No. 1 manufacturer of chips for cellular phones. ''We're in an upturn and things are going to get better in 2000,'' said James Morgan, chairman of Applied Materials Inc. of the U.S., before the figures were announced. Applied materials is the world's largest maker of chip equipment used to produce microchips. Orders for chip equipment are getting a boost as companies team up to develop and make chips for future generations of home video games and digital household electronics. Sony Corp. and Toshiba Corp. in March agreed to spend 120 billion yen ($1.15 billion) to make chips for PlayStation 2, the successor to the best-selling video game player, while Nintendo Co. is joining with International Business Machines Corp. and Matsushita Electric Industrial Co. to develop the successor to its Nintendo 64 game player. That's set to propel the earnings of many of the world's biggest producers of microchip-making equipment, such as Applied Materials and Lam Research Corp. in the U.S., ASM Lithography Holding NV of the Netherlands and Tokyo Electron Ltd., Nikon Corp. and Advantest Corp. in Japan. Chipmaking-equipment sales figures tend to lag order numbers by up to half a year. The following table breaks down world chipmaking-equipment sales by machinery category. Units are millions of dollars. The percentage changes compare cumulative totals for the April-July 1999 period with the same period a year earlier. ********************************************************* Equipment July April-July Cumul. Sales Y-o-Y Change ******************************************************* Mask/Reticle Man. Equip. 66.258 -44.4% Wafer Man. Equip. 2.020 -28.4% Wafer Processing Equip. 1,577.044 +0.7% Assembly Equipment 167.929 +26.5% Inspection Equip. 423.318 -3.6% Related Equipment 57.757 -10.5% ******************************************************* TOTAL 2,294.325 -1.0% *********************************************************

To: Cactusjac who wrote (63302)	9/27/1999 8:30:00 AM
From: Jenna	Respond to of 120523

HLIT..lots of stocks on their way down (QCOM, SNDK, SONE, SDLI, HLIT) have a day, rarely more, or a couple of hours, where the charts takes the appearance of a 'bear flag'.. Its a small rally before the continuation of the downtrend. It tries to retrace either the day's high or another peak in the chart, only to fall back down and sometimes drop even further than the last low. HLIT already had that and looking at the chart which is posted on the newsletter, I can't see it falling any more at this time. Its already hit the bottom of its LSQ channel and this is not a crap stock but a real winner that I've enjoyed trading for over a year. I've held it twice for intermediate holds and then for swing trades and numerous earnings plays. Lately I've gotten two shorts out of it. But only about 1/3 the entire gain.