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Technology Stocks : Verigy, Ltd. (VRGY) -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (4)	6/11/2007 8:41:55 AM
From: Kirk ©	Respond to of 22

BUSINESS SUMMARY Verigy, Ltd., together with its subsidiaries, designs, develops, manufactures, and sells test systems and solutions for the semiconductor industry in North America, Europe, and the Asia-Pacific. The company offers a 93000 Series platform to test system-on-a-chip (SOC), system-in-a-package (SIP), and memory devices; and Versatest V5000 Series platform to test memory devices, including flash memory and multi chip packages. SOCs and SIPs are semiconductors that integrate the functionality of multiple individual integrated circuits (IC) onto a single IC or package of ICs and contain both digital and analog functionalities, including radio frequency capabilities, communication interfaces, and embedded memory. Verigy also provides consulting, and service and support offerings, such as start-up assistance, application services, and system calibration and repair. Its products are used by semiconductor companies in design validation, characterization, and high volume manufacturing test. The company sells its products and services to integrated device manufacturers; test subcontractors, including specialty assembly, package, and test companies; wafer foundries; and fabless design companies. Verigy is headquartered in Singapore, Singapore. It is a "US company" spun off from Agilent spun off from HPQ, but it is a great emerging markets play.... I like it because, being based (listed) in the US, they are subject to US accounting rules while most of the growth and sales are in Asia, where the growth is. I've done really, really well with this one. For both my newsletter and personal accounts, I made two buys in 2006 under $16 ($15.00 via spin off and $15.61 after the first big correction) and I recently added at $25.60 on the "correction" to the 50 DMA line. It is my best performing pick in this SI contest Message 23604976

To: etchmeister who wrote (4)	7/6/2007 10:48:41 AM
From: Kirk ©	Read Replies (1) \| Respond to of 22

Verigy sees DDR3 testing demand surfacing Original date: 2007/7/6 News website: www.digitimes.com Verigy, the test system supplier spun-off from Agilent Technologies, reiterated that demand exists for DDR3 and anticipates that testing demand for DDR3 will be warming up throughout the industry from 2009, according to RM Chen, president of Verigy's Taiwan branch office. Although it took about 4-5 years to transit from DDR to DDR2, growing mature technology as well as a shortened learning cycle should speed up the transition to DDR3, Chen believes. DDR3 will be in limited production before 2009 but 2009 should be a year to see massive ramp up, he added. Currently, Advantest's T5593 tester is generally used in DDR2 testing. DDR3 chips that come in a frequency of 1066MHz can also be tested with the tester. For DDR3 that comes in frequencies of 1066MHz-and-above, parameters have to be changed to perform testing. Yet, as current supply for high-frequency DDR3 is minimal, such an issue is not a concern for the industry, commented analysts. For Verigy, it now already has testers that can test memory with frequencies of 3.6GHz to 10GHz, Chen said in a previous interview with Digitimes. According to DRAMeXchange, Taiwan-based testing and packaging houses are conservative about their deployment in DDR3 testing given that chipmakers have not made a concrete decision about the type of packaging. Chipmakers are now having their DDR3 packed as window ball-grid array (WBGA), µBGA, chip-scale package (CSP) and flip-chip (FC) package.