Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The 56 Point TA; Charts With an Attitude -- Ignore unavailable to you. Want to Upgrade?

To: Doug R who wrote (12682)	2/24/1998 3:48:00 PM
From: David Graham	Respond to of 79273

Doug, Thanks Grammy

To: Doug R who wrote (12682)	2/24/1998 4:21:00 PM
From: majormember	Read Replies (2) \| Respond to of 79273

Doug R, I would appreciate your thoughts on SNRS given todays news, which will cut FDA approval time significantly. newsalert.com I had brought SNRS to threads attention some time ago and this is significant news which should propel price higher. What would confirm this as a breakout. Thank you, Skane

To: Doug R who wrote (12682)	2/24/1998 5:48:00 PM
From: Carolyn S.	Read Replies (2) \| Respond to of 79273

Doug - From my T Watch - NYSE:TRU TRU (which I've listed repeatedly as a nice uptrend every week) pulled back sharply today, after spiking up last week on news of their quarterly distribution being raised to $0.46 per "unit" versus $0.35 the previous quarter. I noticed the drop just before the close today and bought a little. It looks to me like it may have done an IL/ACT thing. But I might not be plotting it right. If Sergio or an other FA person is around, I'd also like a quick FA read on TRU. I don't get it. It seems to have a PE of 4.5 and a yield of 20-25%. What am I missing ? Carolyn S.

To: Doug R who wrote (12682)	2/24/1998 10:31:00 PM
From: Instock	Read Replies (1) \| Respond to of 79273

Doug: < IPEC > The Numbers. TA? exchange2000.com The Numbers: INSIDER BUYING INTEGRATED PROCESS EQUIPMENT CORP. ------------------------------------------------------------------------ NAME DIRECT TITLE DATE SHARES SHARE TOTAL OR TRANSACTION TYPE BOUGHT BOUGHT PRICE HOLDINGS INDIRECT CHITRE SANJEEV CHAIRMAN OF THE BD 08/11/97 20,000 N/A -- I ACQ BY EXCH OR CONV COM CHITRE SANJEEV CHAIRMAN OF THE BD 08/07/97 65,000 9.00 -- D ACQ BY EXER OF OPTION COM CHITRE SANJEEV CHAIRMAN OF THE BD 07/17/97 25,000 N/A -- I ACQ BY EXCH OR CONV COM BALDAUF HAROLD C DIRECTOR 02/12/97 20,000 N/A 20,000 I OTHER ACQUISITION COM ******************** Selling: INSIDER SELLING INTEGRATED PROCESS EQUIPMENT CORP. ------------------------------------------------------------------------ NAME DIRECT TITLE DATE SHARES SHARE TOTAL OR TRANSACTION TYPE SOLD SOLD PRICE HOLDINGS INDIRECT CHITRE SANJEEV CHAIRMAN OF THE BD 08/14/97 10,000 26.65 1,168,989 D OPEN MARKET SALE COM CHITRE SANJEEV CHAIRMAN OF THE BD 08/14/97 10,000 31.13 0 I OPEN MARKET SALE COM CHITRE SANJEEV CHAIRMAN OF THE BD 08/13/97 5,000 26.40 -- D OPEN MARKET SALE COM CHITRE SANJEEV CHAIRMAN OF THE BD 08/13/97 5,000 26.78 -- D OPEN MARKET SALE COM ********** Numbers: Financial Profile Data current through 02/23/1998 Integrated Process Equip 911 Bern Court San Jose, CA 95112 Telephone: (408) 436-2170 Fax: (408) 436-2179 Dow Jones Industry Group: Electric Comp/Equip Business Description: Technology and market leader in the planarization process. In a fast-growing segment of the semiconductor capital equipment market, IPEC is leveraging its leading technology platform based on chemical-mechanical planarization (CMP). Primary SIC: 8731 SIC Codes: 3559 Stock Symbol: IPEC Exchange: NASDAQ CEO: Sanjeev R. Chitre Employees: 965 Auditors: KPMG Peat Marwick LLP Latest Report: Unqualified Share Data Latest Reported Shares Outstanding 19,208,000 Latest Shares Outstanding Date 01/29/1998 Latest Balance Sheet Shares Outstanding 19,208,000 Short Interest Shares 3,792,790 Short Interest Ratio 8.5 Days Short Interest Ratio Date 01/08/1998 Net Insider Transactions 0 Net Insider Transactions Date 12/31/1997 Shares Held by Institutions 14,323,000 Number of Institutions Holding 148 % of Shares Held by Institutions 82.9 Institutional Holding Date 01/31/1998 Market Value($ Mil) 324 Market Value as % Revenues 224 Dividend Information Last Ex-Dividend Date NA Indicated Dividend Rate 0.00 Dividend Yield 0.0% Dividend Code Payout Ratio Last Fiscal Year NC 5-Year Average Payout NC 5-Year Dividend Yield 0.0% Stock Price ($) And Volume Most Recent Close Price 16.88 Most Recent Close Price Date 02/23/1998 Close Price 4 Weeks Ago 14.63 Close Price 13 Weeks Ago 21.50 Close Price 26 Weeks Ago 33.00 Close Price 52 Weeks Ago 25.25 Price Change Last Month 15.4% Price Change Last 10 Days 10.7% Price Change Last 26 Weeks -48.8% Price Change Last 52 Weeks -33.1% Price Change YTD 7.2% Price Change vs Market Last Trading Week 102% Price Change vs Market Last 4 Weeks 109% Price Change vs Market Last 13 Weeks 72% Price Change vs Market Last 26 Weeks 44% Price Change vs Market Last 52 Weeks 51% Price Change vs Market YTD 100% 4-Week High Price 17.50 4-Week Low Price 13.88 13-Week High Price 22.50 13-Week Low Price 13.38 26-Week High Price 37.69 26-Week Low Price 13.38 52-Week High Price 37.69 52-Week Low Price 12.50 YTD High Price 17.81 YTD Low Price 13.50 5-Day Moving Avg Price 16.54 10-Day Moving Avg Price 16.41 10-Week Moving Avg Price 15.52 30-Week Moving Avg Price 23.81 200-Day Moving Avg Price 23.02 Beta, Up Market 2.15 Beta, Down Market 9.58 Shares Traded This Week 173,900 Volume as % of Shares Outstanding 0.91% Avg Daily Volume Last 2 Weeks 243,900 Avg Daily Volume Last 4 Weeks 517,100 Avg Daily Volume Last 13 Weeks 503,900 Avg Daily Volume Last 26 Weeks 588,700 Avg Daily Volume Last 52 Weeks 573,700 Avg Daily Volume YTD 473,900 On-Balance Volume Index Last 4 Weeks 247% Liquidity Ratio 148,040 P/E Ratio 21.1 5-Year High P/E NC 5-Year Low P/E NC Selected Balance Sheet Items ($ Mil) Fiscal Year End 06/30/1997 06/30/1996 06/30/1995 06/30/1994 Cash & Equivalent 40.7 11.7 66.0 1.0 Receivables 45.6 44.1 30.6 10.3 Inventories 44.7 31.7 22.9 16.9 Current Assets 145.8 94.2 123.1 28.3 Gr Fixed Assets 42.4 59.0 13.4 6.4 Accum Depr & Depl 16.9 6.3 1.7 0.5 Net Fixed Assets 25.5 52.7 11.7 5.9 Total Assets 198.1 191.7 164.6 41.5 Accounts Payable 17.4 15.2 9.7 7.8 Short-Term Debt 10.7 4.2 4.7 0.9 Curr Liabilities 46.7 40.5 25.0 12.6 Long-Term Debt 19.5 22.8 1.7 9.3 Total Liabilities 66.2 63.4 34.5 21.8 Preferred Equity 0.0 0.0 4.0 2.0 Common Equity 131.8 128.3 126.1 17.6 Retained Earnings -57.9 -23.5 -12.5 -13.0 Total Equity 131.8 128.3 130.1 19.6 Liabs & Equity 198.0 191.7 164.6 41.4 Working Capital 99.1 53.6 98.1 15.8 Selected Income Statement Items ($ Mil) Fiscal Year End 06/30/1997 06/30/1996 06/30/1995 06/30/1994 Revenues/Sales 144.7 184.5 87.9 31.2 Cost of Sales 73.3 101.7 47.2 21.3 Gr Oper Profit 71.4 82.8 40.7 9.9 S,G & A Expenses 51.6 92.3 36.3 12.9 Deprec & Amort 9.5 8.0 3.6 1.6 Interest Expense 1.7 2.1 1.1 5.2 Pretax Income -8.2 -17.5 0.7 -9.7 Income Taxes -3.0 -6.8 0.1 -0.8 Minority Interest 0.0 0.0 0.0 0.0 Net Inc Cont Ops -5.2 -10.7 0.6 -8.9 Net Inc Disc Ops -28.6 0.0 0.0 0.0 Net Inc Tot Ops -33.8 -10.7 0.6 -8.9 Extra Inc (Loss) 0.0 0.0 0.0 0.0 Net Income -33.8 -10.7 0.6 -8.9 EPS Cont Ops -0.35 -0.78 0.02 -3.26 EPS Disc Ops -1.83 0.00 0.00 0.00 EPS Total Ops -2.18 -0.78 0.02 -3.26 EPS Extra Inc 0.00 0.00 0.00 0.00 EPS fr Net Income -2.18 -0.78 0.02 -3.26 Domestic Sales NA NA NA NA Foreign Sales NA NA NA NA Income Statement YTD (last annual value if no qtrly aval for cur yr) Revenues/Sales($ Mil) 144.7 Inc fr Total Ops($ Mil) -33.8 EPS fr Total Ops($) -2.18 Dividends per Share($) 0.00 Selected Cash Flow Statement Items ($ Mil) Fiscal Year End 06/30/1997 06/30/1996 06/30/1995 06/30/1994 Net Income -33.8 -10.7 0.6 -8.9 Deprec & Amort 9.5 8.0 3.6 1.6 Chg Receivables -11.6 -11.1 -17.4 -4.4 Chg Payables 5.5 3.2 1.7 1.6 Net Cash fr Ops -23.8 12.9 -7.7 -12.7 Net Cash fr Inv 16.7 -62.0 -6.7 -1.9 Net Cash fr Fin 36.4 -5.3 79.4 14.5 Eff Exch Rate Chg 0.0 0.0 0.0 0.0 Net Chg Cash & Eq 29.3 -54.3 65.0 -0.1 Cash Begin Period 11.3 66.0 1.0 1.1 Key Financial Ratios Fiscal Year End 06/30/1997 06/30/1996 06/30/1995 06/30/1994 Book Value P/S 8.02 8.69 8.99 3.35 Price/Book Val(%) 316 239 393 321 Debt/Equity(%) 15 18 1 53 LT Debt % Inv Cap 12.9 15.1 1.3 32.2 LT Debt % Tot Dbt 29.5 36.0 4.9 42.5 Dbt % Tot Assets 33.4 33.0 21.0 52.8 Quick Ratio 1.8 1.4 3.9 0.9 Current Ratio 3.1 2.3 4.9 2.2 Revenue/Assets(%) 70 100 50 80 Price/Revenue(%) 288 166 563 181 Cash % Revenue 28.1 6.3 75.1 3.2 Pre-Tax Mgn(%) -5.7 -9.5 0.8 -31.1 Post-Tax Mgn(%) -3.6 -5.8 0.7 -28.5 Eff Tax Rate(%) 36.6 38.9 14.3 8.2 Asset Turnover 0.7 1.0 0.9 1.4 Receivable Turn 3.2 4.9 4.3 6.0 Inventory Turn 1.9 3.7 2.4 2.4 Ret on Equity(%) NE NE 0.5 NE Ret Invest Cap(%) -3.4 -7.1 0.5 -30.8 Ret on Assets(%) -17.1 -5.6 0.4 -21.4 Growth Rates 5-Yr Annual EPS Growth NC 5-Yr Annual Div Growth NC 5-Yr Annual Revenue Growth 159.47% % Change EPS YTD vs Last YTD NE $ Change in EPS this YTD vs Last YTD 2.88 ********************************** EPS 2/21/98 Page 1 of 1 INTEGRATED PROCESS EQUIPMENT CORP. Quarterly EPS estimates Quarters ending 12/97 3/98 6/98 --Mean $ 0.26 $ 0.07 $ 0.08 --High $ 0.26 $ 0.10 $ 0.12 --Low $ 0.25 $ 0.05 $ 0.04 Number of 6 6 5 Analysts ************ EPS 2/21/98 Page 1 of 2 INTEGRATED PROCESS EQUIPMENT CORP. Fiscal year ends 6/98 Earnings per share estimates --Mean $ 0.64 --High $ 0.71 --Low $ 0.60 P/E Ratio 25.78 (Estimated) Number of analysts 6 Past EPS estimates (Mean) -- Month ago 1.08 --13 Weeks ago 1.16 --26 Weeks ago 1.20 ************** EPS 2/21/98 Page 1 of 2 INTEGRATED PROCESS EQUIPMENT CORP. Fiscal year ends 6/99 Earnings per share estimates --Mean $ 0.83 --High $ 1.10 --Low $ 0.55 P/E Ratio 19.88 (Estimated) Number of analysts 7 Past EPS estimates (Mean) -- Month ago 1.47 --13 Weeks ago 1.70 --26 Weeks ago 1.75 ******** Me Scott