Thursday,February 2nd
Brooks Automation Inc. (NASDAQ:BRKS) FQ112 MRP MetricTM Preview
Wednesday,February 1st
Veeco Instruments Inc. (NASDAQ:VECO) Q411 Earnings – MRP MetricTM View
Tuesday,January 31st
Spansion Inc. (AMEX:CODE): Fourth Quarter - MRP MetricTM Thesis
Monday,January 30th
TERADYNE INC (NYSE:TER) Fourth Quarter Results Substantiate our MRP MetricTM Indications
Thursday,January 26th
Lam Research Corporation (NASDAQ:LRCX) FQ212 Review – Results & Guide Track our MRP MetricTM
Tuesday,January 24th
Texas Instruments Inc. (NYSE:TXN): Fourth Quarter Review – Tracking to our MRP MetricTM
Monday,January 23rd
Photronics Inc. (NASDAQ:PLAB) Maintaining our MRP MetricTM based Cycle Thesis
Friday,January 20th
Intel Corp (NASDAQ:INTC) Fourth Quarter Earnings Review – Taking Profit off the Table
Thursday,January 19th
Lam Research Corporation (NASDAQ:LRCX) FQ212 Preview – MRP MetricTM Indicators
Wednesday,January 18th
ASML Holding NV (NASDAQ:ASML): Q411 Review – Substantiating our MRP MetricTM Indications
Tuesday,January 17th
TERADYNE INC (NYSE:TER) Fourth Quarter Preview – MRP MetricTM Indications
Thursday,January 12th
Spansion Inc. (AMEX:CODE): Fourth Quarter Preview - MRP MetricTM based Thesis
Wednesday,January 11th
Texas Instruments Inc. (NYSE:TXN): Fourth Quarter Preview – MRP MetricTM based View
Tuesday,January 10th
Intel Corp (NASDAQ:INTC) Fourth Quarter Earnings - MRP MetricTM based Preview
Monday,January 9th
ASML Holding NV (NASDAQ:ASML): Q411 Preview – MRP MetricTM Indications
Friday,December 16th
Novellus Systems Inc. (NASDAQ:NVLS) We are up ~35% - “Sell-at-Will”
Thursday,December 15th
Anadigics Inc. (NASDAQ:ANAD): MRP MetricTM Update – Remaining on the Sidelines
Wednesday,December 14th
Spansion Inc. (AMEX:CODE): MRP MetricTM Update
Tuesday,December 13th
Intel Corp (NASDAQ:INTC) Negative Preannounce Validates our MRP MetricTM
Monday,December 12th
Micron Technology, Inc. (NYSE:MU): Fiscal First Quarter Preview
Friday,December 9th
Texas Instruments Inc. (NYSE:TXN): Mid-Quarter Review
Thursday,December 8th
Photronics Inc. (NASDAQ:PLAB) Fiscal Fourth Quarter Results and Outlook Track our Thesis
Wednesday,December 7th
Texas Instruments Inc. (NYSE:TXN): Mid-Quarter Preview
Tuesday,December 6th
Novellus Systems Inc. (NASDAQ:NVLS) Mid Q411 Review: Our MRP MetricTM Substantiated
Monday,December 5th
Intel Corp (NASDAQ:INTC) MRP MetricTM Update
Wednesday,November 30th
Novellus Systems Inc. (NASDAQ:NVLS) Mid Q411 Update Preview – MRP MetricTM Indications
Tuesday,November 29th
LTX-CREDENCE CORPORATION (NASDAQ:LTXC) FQ112 Review – Reiterating: Focused on Entry Range
Monday,November 28th
Intel Corp (NASDAQ:INTC) Evidence of Global Foundries’ Node Miss is Surfacing
Friday,November 18th
Micron Technology, Inc. (NYSE:MU): MRP MetricTM Update
Thursday,November 17th
Applied Materials Inc. (NASDAQ:AMAT) FQ411 Review: Look for Reentry Opportunities
Wednesday,November 16th
TERADYNE INC (NYSE:TER) Flood Waters Create Demand Trend
Tuesday,November 15th
Veeco Instruments Inc. (NASDAQ:VECO) MRP MetricTM Indicating Shipment Rebound
Monday,November 14th
LTX-CREDENCE CORPORATION (NASDAQ:LTXC) FQ112 Preview – Focused on Entry Range
Friday,November 11th
Brooks Automation Inc. (NASDAQ:BRKS) FQ411 Review – Results and Guide Tracking our MRP MetricTM
Thursday,November 10th
Photronics Inc. (NASDAQ:PLAB) Negative Preannouncement not a Surprise
Wednesday,November 9th
Intel Corp (NASDAQ:INTC) Global Foundries’ Node Miss is Evidence Supporting our Thesis
Tuesday,November 8th
Texas Instruments Inc. (NYSE:TXN): MRP MetricTM Update
Monday,November 7th
Intel Corp (NASDAQ:INTC) MRP MetricTM Indicating Strong and Stable Utilization
Friday,November 4th
Applied Materials Inc. (NASDAQ:AMAT) FQ411 Preview: Exit Long Position - Look for Reentry
Thursday,November 3rd
Brooks Automation Inc. (NASDAQ:BRKS) Q411 Preview – Exiting Long Position with ~25% Upside
Tuesday,November 1st
TERADYNE INC (NYSE:TER): Used Tester Demand Ramping
Friday,October 28th
TERADYNE INC (NYSE:TER) Q3 Review: Our Continued Weakness Expectations Confirmed
Thursday,October 27th
Novellus Systems Inc. (NASDAQ:NVLS) Q311 Review – More Validation of our MRP MetricTM
Wednesday,October 26th
Veeco Instruments Inc. (NASDAQ:VECO) Q311 Review – Results and Guide Tracking our MRP MetricTM
Tuesday,October 25th
Texas Instruments Inc. (NYSE:TXN): Q3 Review – How to make 26.76% in 60 Days
Monday,October 24th
TERADYNE INC (NYSE:TER) Q3 Preview: Expect Continued Weakness – See our Reentry Range
Friday,October 21st
Ultratech, Inc. (NASDAQ:UTEK) Q311 Preview – Capitulation Substantiates our Thesis - Look for Reentry
Thursday,October 20th
Lam Research Corporation (NASDAQ:LRCX) FQ112 Review – Substantiation of our Research
Wednesday,October 19th
Intel Corp (NASDAQ:INTC) Q311 Review – Results and Guide Tracked our MRP MetricTM
Tuesday,October 18th
Novellus Systems Inc. (NASDAQ:NVLS) Q311 Preview – Troughing as Expected
Monday,October 17th
Ultratech, Inc. (NASDAQ:UTEK) Q311 Preview – Sell the Strength
Friday,October 14th
Veeco Instruments Inc. (NASDAQ:VECO) Q311 Preview – Go Long Post the Call
Thursday,October 13th
Photronics Inc. (NASDAQ:PLAB) Evidence Supporting Our Outstanding Cycle Opportunity Thesis
Wednesday,October 12th
ASML Holding NV (NASDAQ:ASML): Q311 Review – Our MRP MetricTM Indications Substantiated
Tuesday,October 11th
Texas Instruments Inc. (NYSE:TXN): Q3 Preview - MRP MetricTM Weaker than Seasonal
Monday,October 10th
Intel Corp (NASDAQ:INTC) Q311 Preview
Thursday,October 6th
Lam Research Corporation (NASDAQ:LRCX) FQ112 Preview
Wednesday,October 5th
ASML Holding NV (NASDAQ:ASML): Q311 Earnings Preview – MRP MetricTM Indications
Tuesday,October 4th
Brooks Automation Inc. (NASDAQ:BRKS) Shares Tracking to our Reentry Focus Thesis
Monday,October 3rd
MRP MetricTM – Grab the Falling Knife
Friday,September 30th
Micron Technology, Inc. (NYSE:MU): FQ411 Review: Scissors Beats Paper – ASPs Deflate Gross Margin
Thursday,September 29th
Advantest Corp. (ADR) (NYSE:ATE) MRP MetricTM Indications Playing Out
Wednesday,September 28th
Applied Materials Inc. (NASDAQ:AMAT) Bellwether Blues
Tuesday,September 27th
ASML Holding NV (NASDAQ:ASML): EUV not the Brightest Bulb in the Box – Evidence Supporting our Thesis
Monday,September 26th
Ultratech, Inc. (NASDAQ:UTEK) MRP MetricTM Update – Can’t Fight the Tape
Friday,September 23rd
Photronics Inc. (NASDAQ:PLAB) Outstanding Cycle Opportunity
Thursday,September 22nd
Texas Instruments Inc. (NYSE:TXN): MRP MetricTM Indicates Weaker than Seasonal
Wednesday,September 21st
Veeco Instruments Inc. (NASDAQ:VECO) MRP MetricTM Update
Tuesday,September 20th
Micron Technology, Inc. (NYSE:MU): FQ411 Preview – Waferstarts Suggest Inventory Control
Friday,September 16th
Veeco Instruments (NASDAQ:VECO) Book-to-Bill
Thursday,September 15th
TERADYNE INC (NYSE:TER) Announces Agreement to Acquire LitePoint for Wireless Test
Wednesday,September 14th
Texas Instruments Inc. (NYSE:TXN): Utilization Update
Tuesday,September 13th
Spansion Inc. (AMEX:CODE): Utilization Update – No Change to our Reentry Focus
Monday,September 12th
Intel Corp (NASDAQ:INTC) Utilization Update Indicates Stability Continues
Friday,September 9th
Texas Instruments Inc. (NYSE:TXN): Mid-Q Update Review
Thursday,September 8th
Applied Materials Inc. (NASDAQ:AMAT) Keynote Address – Substantiation from the Bellwether
Wednesday,September 7th
ASML Holding NV (NASDAQ:ASML): Conference Commentary – Evidence Supporting our MRP Metric
Tuesday,September 6th
Texas Instruments Inc. (NYSE:TXN): Mid-Q Update Preview
Friday,September 2nd
Materials Resource Planning (MRP) Metric – Visibility Update
Thursday,September 1st
Novellus Systems Inc. (NASDAQ:NVLS) Q311 Mid-Quarter Update Review
Wednesday,August 31st
LTX-CREDENCE CORPORATION (NASDAQ:LTXC) FQ411 Review – Focused on Entry Range
Tuesday,August 30th
FormFactor, Inc. (NASDAQ:FORM): Consolidation Catalyst Idea Update
Monday,August 29th
Novellus Systems Inc. (NASDAQ:NVLS) Q311 Mid-Quarter Update Conference Call Preview
Friday,August 26th
Materials Resource Planning (MRP) Metric – Visibility Update
Thursday,August 25th
Applied Materials Inc. (NASDAQ:AMAT) FQ311 Review – Book-to-Bill Confirms our MRP Metric
Wednesday,August 24th
Spansion Inc. (AMEX:CODE): Utilization Update – Maintaining Focus on Reentry
Tuesday,August 23rd
Texas Instruments Inc. (NYSE:TXN): Utilization Update
Monday,August 22nd
Intel Corp (NASDAQ:INTC) Utilization Update Indicates Stability
Friday,August 19th
SemiCapex 2011 Theme Reprint from 01/04/11
Thursday,August 18th
Photronics Inc. (NASDAQ:PLAB) FQ311 Takeaway – Still in our Range