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

To: Return to Sender who wrote (51311)	3/3/2011 3:30:28 PM
From: rsie	Read Replies (1) \| Respond to of 95385

i bought in the mid 90's.... was a great ride. i think we have room to run here.

To: Return to Sender who wrote (51311)	3/5/2011 5:40:14 PM
From: Return to Sender	2 Recommendations Respond to of 95385

From Briefing.com: Weekly Recap - Week ending 04-Mar-11The S&P 500 ended the week flat after a sharp fall Tuesday was offset by a sharp increase Thursday. Oil prices hit two year highs on the continued turmoil in Libya and the Middle East, while gold hit a record high. U.S. economic data continues to paint a picture of recovery as private employers hired more than 200,000 people in February. Most of the sectors settled in a tight range near the unchanged mark. Health care was the top gainer, up 2.4%, while financials acted as the main drag with a loss of 1.6%. In corporate news, heavyweight Apple (AAPL) rose 3.0% as the company unveiled its new iPad. In economic news, the employment situation continues to slowly improve. Private employers added 222,000 jobs in February, topping expectations and more than enough to offset a decline in public payrolls, with overall payrolls increasing 190,000. The unemployment rate unexpectedly ticked down to 8.9% from 9.0%. In economic news, the ISM Service index rose to 59.7, the highest level since 2005. On a related note, the ISM manufacturing Index hit a multi-year high of 61.4, exceeding the Briefing.com consensus of 60.5. Fed Chairman Bernanke delivered his semi-annual policy report to lawmakers. He was optimistic about the economic outlook but made no real revelations. Meanwhile, unrest in the Middle East continues to stir up the commodity market. Oil prices rallied 7.3% hitting a multi-year high of $105.17 per barrel. Gold increased 1.6% to an all-time nominal high of $1441 per ounce. The Treasury market and the dollar also saw volatility but essentially ended the week flat. The dollar saw some weakness after ECB President Trichet said that the ECB may raise interest rates as soon as next month to quell inflation. Note that the ECB has a single mandate of inflation targeting so the move is not necessarily going to be followed by the Fed. Index Started Week Ended Week Change % Change YTD % DJIA 12130.45 12169.88 39.43 0.3 5.1 Nasdaq 2781.05 2784.67 3.62 0.1 5.0 S&P 500 1319.88 1321.15 1.27 0.1 5.0 Russell 2000 821.95 824.99 3.04 0.4 5.3 Cree, Inc. (CREE) announced a two-year extension of the strategic agreement signed with Zumtobel Lighting GmbH in 2008. The companies continue to work together to bring industry-leading LED lighting to Europe. China Intelligent Lighting and Electronics (CIL) announced that its LED street lamps have passed the International Commission on Illumination's 127-1997 Standard Test, conducted by National Lighting Test Center. China Intelligent's LED street lamps have already passed tests conducted by Bureau of Quality and Technology Supervision of Dongguan City, Guangdong Province. Amtech Systems (ASYS) announced that its solar subsidiary, Tempress Systems, has increased its share of the solar diffusion market to ~40% and has been ranked number one in revenue in calendar 2010 for process tools used in c-Si cell diffusion for the solar market, based on analysis contained within Solarbuzz's PV Equipment Quarterly of trended quarterly tool revenue. 1:28AM MEMC Elec prices private offering of $550 mln of 7.750% Senior Notes due 2019 (WFR) 13.07 : The co plans to use the net proceeds of the offering for general corporate purposes, including working capital, capital expenditures, the construction of solar power projects, and acquisitions, investments, strategic transactions and joint ventures. 07:58 am Juniper Networks: Auriga remains buyers at these levels: . Auriga maintains their Buy and $54 target for Juniper (JNPR), as the company laid out its disruptive, innovation-driven growth strategy in its Analyst Day and also introduced its new packet transport switch for the "super" core of service provider networks. Firm notes JNPR also re-iterated its operating targets of 20%+ top-line growth and 25%+ operating margins. Combined with the growth potential of new QFabric (Stratus) data center product and MobileNext (Falcon) EPC solution, they continue to see JNPR as well positioned to grow at 20%+ rates with significant operating leverage over the next 4-5 years. 10:34 am MRVL Guides Q1 Below Consensus (MRVL) Marvell (MRVL 16.58 -1.64) reported fourth quarter earnings of $0.40 per share, worse than the consensus of $0.42. Revenues rose 6.9% year-over-year to $900.5 million, below the $923.9 million consensus. On the conference call management issued guidance seeing first quarter revenues of $800-850 million, below the $887.71 million consensus. Also on the conference call Marvell issued Q1 EPS guidance of roughly $0.30, below the $0.36 consensus. The company reported a fourth quarter non-GAAP gross margin of 59.4% vs. the 59.4% consensus. The company's Board of Directors also authorized the company to repurchase up to an additional $500 million, for a total of $1 billion, of its outstanding common shares. As of February 28, 2011, Marvell reported it has purchased roughly $150 million under the existing repurchase authorization bringing the total available under the repurchase program up to approximately $850 million.