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

To: auriculatus who wrote (28964)	3/1/2006 1:32:02 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95757

Auri, I think it's a tough call to guess the reaction tomorrow. Today, as I write this post, NVLS is trading in the 27.70 range, up about 3.7 percent for the day. Probably the "mood" of the market tomorrow will have a big influence on the NVLS reaction. NVLS is already up over 5 percent for the 1st 3 days of this week. It will need a "good" report to keep going on its upward path. TXN is also coming out with a mid-quarter update next Monday. Analysts expect "great things" from the report. The following is a report today that caused a big jump in TXN for the day, presently trading up over 7 percent. << Texas Instruments shares up on speculative note March 01, 2006 12:23:08 (ET) SAN FRANCISCO (MarketWatch) - Texas Instruments Inc. shares rose as much as 6% Wednesday after the stock research unit of Goldman Sachs said it expected the semiconductor maker to raise its financial outlook during a financial update next Monday. The stock (TXN, Trade) rose $2.00 to $31.85 on heavy volume after earlier touching an intraday high of $31.89. Before today, the shares had fallen more than 15% after hitting a four-year high in early January. In a research note sent to Goldman clients, analyst James Covello wrote that during a meeting with company executives this week, "TI management was adamant that the Street has been wrong to sell their stock recently." Combined with the tone of a presentation given by the company to investors at a Goldman conference, which Covello described as "so bullish," the comments led the analyst "to believe that management will raise numbers on their mid-quarter update." That update is expected after the close of U.S. markets on March 6. Texas Instruments is the world's largest maker of cell phone chips and also sells products that power televisions, calculators, printers and digital cameras. Ironically, Covello maintained his underperform rating on Texas Instruments shares, writing that "we remain on the sidelines for the intermediate term as we believe (profit) margins are at/close enough to peak levels to warrant concern." In mid-January, TI reported fourth-quarter sales that disappointed Wall Street estimates as the Dallas-based firm struggled to ship enough product to meet demand due to inventory problems. Covello wrote that he believes the company has fixed the logistical issues that hurt TI in the fourth quarter. Analysts surveyed by Thomson First Call expect Texas Instruments to report first-quarter profit of 31 cents a share, excluding the cost of stock options, on sales of $3.27 billion.>>

To: auriculatus who wrote (28964)	3/1/2006 2:04:05 PM
From: sixty2nds	Respond to of 95757

09:15 Wafer start trends remain above seasonal in 1Q06 - Amtech Amtech believes wafer start trends remain above seasonal in 1Q06 with early indications of positive demand follow-through for fabless chipmakers in early 2Q06. They believe February wafer start levels were flat sequentially with start visibility extending into the May and June time period. Notable strength appears to be from graphics processors such as NVDA, which they believe could be taking share at the expense of Asian chipset makers and thus interpreted as demand weakness. They say cell phone related applications remain above seasonal for TXN and SLAB as well as consumer related demand for ZRAN, OVTI, TRID and GNSS. ATHR appears to be showing remarkable strength. Overall, they believe the vertical end markets remain healthy with good cell phone and consumer demand, despite a mixed communications infrastructure and weak computing outlook.