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


To: Donald Wennerstrom who wrote (80681)8/3/2018 7:11:21 PM
From: Gottfried2 Recommendations

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Sr K

  Read Replies (2) | Respond to of 95640
 
bpNDX stays 60% [TTWO added, INCY dropped]

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ALGN ADP ADP AMGN ADP AAPL ALGN AAPL
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AMGN ALXN ALXN ASML ALXN ADI AMGN ADI AAPL AAPL
AMZN AMGN AMGN ATVI AMGN ADP ASML ALGN ADBE ADBE
ASML AMZN AMZN BIDU AMZN ALGN BIDU ALXN ALGN ALGN
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BIIB BIDU BIDU BMRN BIIB ASML CA BKNG ASML ASML
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CA BMRN BMRN CDNS BMRN BKNG CELG CA CA CA
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CERN CELG CELG CHKP CELG CDNS CHTR CERN CERN CERN
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CHTR CHKP CHKP CSCO CHKP CERN CSCO CHTR CHTR CHTR
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CSCO CSCO CSCO CTAS CSCO COST CTAS CSCO CSCO CSCO
CSX CSX CSX CTRP CSX CSCO CTRP CSX CSX CSX
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CTRP CTRP CTRP DLTR CTRP CTAS DLTR CTRP CTRP CTRP
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EA EA EA ESRX DLTR CTXS EXPE DLTR DLTR DLTR
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EXPE EXPE EXPE FAST EXPE ESRX FISV FAST FAST FAST
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FB FB FB FOXA FISV FAST GILD FOXA FOXA FOXA
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FOXA FOXA FOXA GOOGL GILD FOXA HAS GOOGL GOOGL GOOGL
GILD GILD GILD HAS GOOGL GILD HOLX HAS HAS HAS
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HAS HAS HAS HSIC HOLX HAS IDXX HSIC HSIC HSIC
HOLX HOLX HOLX IDXX HSIC HOLX ILMN IDXX IDXX IDXX
HSIC HSIC HSIC ILMN IDXX HSIC INCY ILMN ILMN ILMN
IDXX IDXX IDXX INCY ILMN IDXX INTU INCY INCY INTU
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INCY INCY INCY ISRG INTU INTU KHC JD JD KHC
INTU INTU INTU JD ISRG JD KLAC KHC KHC KLAC
ISRG ISRG ISRG KHC JD KHC LRCX KLAC KLAC MCHP
JD JD JD LRCX KHC LRCX MCHP LRCX MCHP MNST
KHC KHC KHC MCHP LRCX MCHP MNST MCHP MNST MSFT
LRCX LRCX LRCX MNST MCHP MNST MSFT MNST MSFT MXIM
MCHP MCHP MCHP MSFT MNST MSFT MXIM MSFT MXIM NTES
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MSFT MSFT MSFT ORLY NTES ORLY ORLY NTES ORLY PAYX
NTES NTES NTES PAYX ORLY PAYX PAYX ORLY PAYX PCAR
ORLY ORLY ORLY PCAR PAYX PCAR PCAR PAYX PCAR QCOM
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PYPL PYPL PYPL QCOM QCOM QRTEA QRTEA QCOM QRTEA REGN
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ROST ROST ROST SHPG SHPG SIRI SIRI SHPG SIRI SNPS
SHPG SHPG SHPG SIRI SIRI SNPS SNPS SIRI SNPS TSLA
SIRI SIRI SIRI SNPS SNPS TTWO TTWO SNPS TSLA TTWO
SNPS SNPS SNPS TTWO TTWO TXN TXN TXN TXN TXN
TTWO TTWO TTWO TXN TXN ULTA ULTA ULTA ULTA ULTA
TXN TXN TXN ULTA ULTA VOD VOD VOD VOD VOD
ULTA ULTA ULTA VOD VOD VRSK VRSK VRSK VRSK VRSK
VOD VOD VOD VRSK VRSK VRTX VRTX VRTX VRTX VRTX
VRSK VRSK VRSK VRTX VRTX WBA WBA WBA WBA WBA
VRTX VRTX VRTX WDAY WDAY WDAY WDAY WDAY WDAY WDAY
WDAY WDAY WDAY XLNX XLNX XLNX XLNX XLNX XLNX XLNX



To: Donald Wennerstrom who wrote (80681)8/3/2018 7:59:29 PM
From: Donald Wennerstrom4 Recommendations

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dvdw©
Gottfried
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Sam

  Respond to of 95640
 
Mid-Year Global Semiconductor Sales Up 20.4 Percent Compared to 2017 Q2 sales are highest on record, 6.0 percent more than previous quarter, 20.5 percent higher than Q2 of last year
Published Friday, August 3, 2018 4:30 pm

by Dan Rosso

semiconductors.org

WASHINGTON—Aug. 3, 2018—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced worldwide sales of semiconductors reached $117.9 billion during the second quarter of 2018, an increase of 6.0 percent over the previous quarter and 20.5 percent more than the second quarter of 2017. Global sales for the month of June 2018 reached $39.3 billion, an uptick of 1.5 percent over last month’s total of $38.7 billion, and a surge of 20.5 percent compared to the June 2017 total of $32.6 billion. Cumulatively, year-to-date sales during the first half of 2018 were 20.4 percent higher than they were at the same point in 2017. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.

semiconductors.org

“Halfway through 2018, the global semiconductor industry continues to post impressive sales totals, notching its highest-ever quarterly sales in Q2 and record monthly sales in June,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Global sales have increased year-to-year by more than 20 percent for 15 consecutive months, and sales of every major product category increased year-to-year in June. Sales into the Americas market continue to be strong, with year-to-date totals more than 30 percent higher than at the same point last year.”

Regionally, sales increased compared to June 2017 in China (30.7 percent), the Americas (26.7 percent), Europe (15.9 percent), Japan (14.0 percent), and Asia Pacific/All Other (8.6 percent). Sales also were up compared to last month in China (3.2 percent), Japan (1.3 percent), the Americas (1.2 percent), and Asia Pacific/All Other (0.5 percent), but down slightly in Europe (-0.8 percent).



To: Donald Wennerstrom who wrote (80681)8/4/2018 3:29:18 PM
From: Donald Wennerstrom2 Recommendations

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Sam

  Read Replies (1) | Respond to of 95640
 
This is the weekly look at the change table for the SOXM stocks in terms of several parameters.

Another busy week for changes fed to some extent by the heavy amount of earnings reports. KLAC had some very good forward earnings estimate increases which took the edge off the decreases for LRCX.