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

To: auriculatus who wrote (28991)	3/2/2006 9:12:52 AM
From: BWAC	Respond to of 95616

<The SOX almost made it from the lower BB to the upper BB yesterday. Nice!> Suppose that is one of Algo's programming details? Bounce off lower BB, run til higher one touched.

To: auriculatus who wrote (28991)	3/2/2006 9:43:36 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95616

09:18 NVLS Novellus: Amtech is expecting NVLS to narrow towards the high-end of bookings (27.77 ) Amtech notes that NVLS' mid-quarter update is tonight, and they are expecting the to narrow towards the high-end of bookings. Previously expected at 10-20%, they are expecting them to tighten to 15-20% (in line with most expectations).

To: auriculatus who wrote (28991)	3/2/2006 2:53:52 PM
From: sixty2nds	Respond to of 95616

13:53 NVLS Novellus: mid-quarter preview (27.09 -0.68) -Update- Tonight after the close NVLS is expected to give their mid-quarter update. Amtech expects NVLS to narrow its bookings guidance to 15-20% from 10-20%, in line with most expectations... Deutsche Bank says recent checks indicate that overall demand for semicap equipment has accelerated, and that customers are pulling in orders, particularly memory (flash) chipmakers throughout Asia, and select foundries. Accordingly, they expect Novellus to tighten bookings guidance to the high end of the prior range (up 10% to 20% q/q). The firm notes pull-ins could also provide a boost to revenue and potentially gross margin in the current quarter.... Stifel says they do not expect major variances to the forecasts it provided on its earnings call in late January, but anticipate a tightening to the high end of its outlook. The firm says while they anticipate the co to provide a relatively upbeat outlook for the March quarter, they believe that this is driven more by a rising industry tide, rather than co outperformance. Cick here for technical levels of interest.