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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (3207)5/21/2002 11:35:10 AM
From: The Ox  Respond to of 95487
 
Schlumberger sub files for IPO
--10:18am - By Tomi Kilgore
Oil services firm Schlumberger (SLB) said its newly formed subsidiary, NPTest, has proposed initial public offering of common stock through a filing with the U.S. Securities and Exchange Commission. NPTest makes semiconductor testing equipment. Schlumberger's stock is slipping 63 cents to $54.29.


The semi side has been a drag on SLB's earnings for as long as I've followed the company. Probably an excellent idea to spin off this segment of the business. Generate $ in an IPO and then let the new shareholders pay the consequences of investing in a capital intensive business. jm2c.



To: Ian@SI who wrote (3207)5/21/2002 8:16:29 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 95487
 
I have since read a post that TSMC is at 80% and UMC is at 70% comapared to Chartered's < 40%. These 3 don't support an industry average of 82%. Also, semi revenues are way down from 2000. Does that mean unit volume is ~80% of peak but ASPs are so low that revenues are a much lower % of peak??


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