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

To: Return to Sender who wrote (91789)	2/21/2024 9:10:25 AM
From: Return to Sender	Respond to of 95632

This Hot AI Play And Nvidia Partner Plunges On Weak Sales, Guidance investors.com Vertiv ( VRT) reported better-than-expected fourth-quarter earnings early Wednesday, but the Nvidia ( NVDA) partner came up short on revenue and current-quarter guidance. Vertiv stock, one of the hottest artificial intelligence plays over the past year, sold off before the open. Vertiv provides cooling systems for data centers that power the AI revolution. It has a partnership with Nvidia, but also has teamed up with Intel to provide liquid cooling for its upcoming Gaudi3 AI accelerators. Vertiv Earnings Vertiv earnings doubled to 56 cents a share, beating Q4 views by 3 cents. Revenue rose 14% to $1.87 billion, just missing views for $1.86 billion. It was the third straight quarter of slowing sales growth. Vertiv sees Q1 EPS of 32-36 cents on revenue of $1.575-$1.625 billion, with growth of 42% and 5% at the respective midpoints. Wall Street had forecast Vertiv earnings at 37 cents a share with sales of $1.622 billion. For the full year, Vertiv forecasts EPS of $2.20-$2.26 with sales of $7.515 billion-$7.665 billion. Those were roughly in line with consensus estimates.

To: Return to Sender who wrote (91789)	2/21/2024 9:34:01 AM
From: Elroy	Read Replies (1) \| Respond to of 95632

Damn. I was a semi cap equipment analyst at a sell side brokerage for all of a year back in 1998. I covered PLAB. I recall the price was about $25. Today it's $27. I wonder what it is about the photomask industry that prevents them from capturing a reasonable share of the semiconductor market's growth? I recall there was this company ETEC systems which made the equipment which makes photomasks, companies like PLAB were their customer. They had 75%-80% global market share, so really, the only game in town. I covered them as well, located in Hayward Ca. They eventually got bought by AMAT. I recall thinking as long as the US has a company key to semiconductor development, and it has 80% market share, no one is catching up to the US. I recall ETEC came out with their new system in the brief year I covered them. It cost $15m a pop. I wonder what they cost now?