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

To: Gottfried who wrote (49581)	9/30/2010 10:12:01 AM
From: Kirk ©	4 Recommendations Respond to of 95378

The last paragraph is key I took a few profits as LRCX is near the top of its 1yr trading range again... TSMC to post another sales record in September, but drops in the months ahead Nancy Cheng, Taipei; Jessie Shen, DIGITIMES [Thursday 30 September 2010] Taiwan Semiconductor Manufacturing Company (TSMC) is expected to report another sales record for September 2010, which will mark its eighth straight month of sequential growth, according to industry watchers. However, revenues will start to fall on month in October, due to seasonal patterns. TSMC will be able to meet the upper end of its forecast range for third-quarter sales, the watchers believe. For the fourth quarter, the watchers now expect the foundry to post a sequential drop of less than 5% in revenues. TSMC will continue to enjoy rising orders for smartphone-related ICs in the fourth quarter, but has not seen a pickup in demand for PC-related ICs, the watchers indicated. TSMC has estimated its third-quarter consolidated revenues at NT$109-111 billion (US$3.49-3.56 billion), and has not yet given its fourth-quarter guidance. In other news, pure-play wafer foundries reportedly will offer a 10% discount beginning in the fourth quarter to their first-tier clients, according to industry sources. Capacity utilization at the foundries began to fall in the third quarter, the sources said. digitimes.com