Tuesday,September 7th
National Semiconductor (NASDAQ:NSM): Reduced Utilization and Topline Headwinds
Friday,September 3rd
Novellus Systems Inc. (NASDAQ:NVLS) Mid Q310 Update Takeaway – Exit Short-Term Trade
Thursday,September 2nd
LTX-Credence Corporation (NASDAQ:LTXC): FQ410 Takeaway – Maintaining Merger Catalyst
Wednesday,September 1st
FormFactor, Inc. (NASDAQ:FORM): Negative Preannounce Supports our Thesis - We would be buyers of Micronics
Tuesday,August 31st
LTX-Credence Corporation (NASDAQ:LTXC): FQ410 Preview - Consolidation Chatter
Monday,August 30th
Novellus Systems Inc. (NASDAQ:NVLS) Mid Q310 Update Preview – Narrowing of Ranges Likely
Friday,August 27th
Ultratech, Inc. (NASDAQ:UTEK) Exiting Short-Term Sell Position with 16% – Focusing on next Entry
Thursday,August 26th
FormFactor, Inc. (NASDAQ:FORM): Update - Still not seeing a Catalyst
Wednesday,August 25th
Photronics Inc. (NASDAQ:PLAB): FQ310 Results and Guide Tracking Our Thesis
Tuesday,August 24th
ASML Holding NV (NASDAQ:ASML): Utilization Spike Reflects 22nm Critical Layer Wins at Intel
Monday,August 23rd
Varian Semiconductor (NASDAQ:VSEA): Analyst Day – Fundamentally Good Company in Bad Market
Friday,August 20th
Verigy Ltd.(NASDAQ:VRGY) Fiscal Third Quarter Takeaway – Exit Position on Strong Earnings
Thursday,August 19th
Applied Materials Inc. (NASDAQ:AMAT): FQ310 Takeaway – Substantiation for our Plateau Thesis
Tuesday,August 17th
Photronics Inc. (NASDAQ:PLAB): FQ310 Preview –Expecting Strong Results and Guidance
Monday,August 16th
Micron Technology, Inc. (NYSE:MU): Waferstart Update – DDR2 to DDR3 Transition a Positive Catalyst
Friday,August 13th
Veeco Instruments Inc. (NASDAQ:VECO) Evidence Supporting our ‘De Facto Standard’ Thesis
Thursday,August 12th
Verigy Ltd.(NASDAQ:VRGY) Fiscal Third Quarter Preview – Buy Now and Sell the Earnings Call
Wednesday,August 11th
Texas Instruments Inc. (NYSE:TXN): Waferstart Update – Contrarian Indication to End Market Demand
Tuesday,August 10th
Applied Materials Inc. (NASDAQ:AMAT): FQ310 Preview – Bookings Plateau Evident in our Metric
Monday,August 9th
National Semiconductor (NASDAQ:NSM): Material Drop in Waferstarts – Focus on Margin Impact
Friday,August 6th
Brooks Automation Inc. (NASDAQ:BRKS) FQ310 Takeaway – Sell the Strength
Thursday,August 5th
Spansion Inc. (AMEX:CODE): RIMM’s Torch Fires up Waferstarts
Wednesday,August 4th
Intel Corp (NASDAQ:INTC): Waferstart Update – No Weakness in Fab Loadings
Tuesday,August 3rd
Brooks Automation Inc. (NASDAQ:BRKS) FQ310 Preview – “Steady-State” Fundamentals
Monday,August 2nd
Anadigics Inc. (NASDAQ:ANAD) Q210 Takeaway – Cryptic iPhone Comment Tracks our Catalyst
Friday,July 30th
Varian Semiconductor (NASDAQ:VSEA): FQ310 Takeaway – Great Fundamentals with No Reward
Thursday,July 29th
Lam Research Corporation (NASDAQ:LRCX): FQ410 Takeaway – Our Bookings Upside Substantiated
Wednesday,July 28th
Entegris, Inc. (NASDAQ:ENTG): Second Quarter Takeaway – Exit Position and Look for Reentry
Tuesday,July 27th
Veeco Instruments Inc. (NASDAQ:VECO) Q210 Takeaway – Strong Results and Guide Tracking our Thesis
Monday,July 26th
Micron Technology, Inc. (NYSE:MU): Waferstart Update – Fab Loading Indicates 25nm Mix Shift
Friday,July 23rd
Ultratech, Inc. (NASDAQ:UTEK) Second Quarter Takeaway – Sell the Strength
Thursday,July 22nd
Spansion Inc. (AMEX:CODE): Waferstart Indicator for NAND Demand Trends
Wednesday,July 21st
Veeco Instruments Inc. (NASDAQ:VECO) Second Quarter Preview – Buy the LED Titan
Tuesday,July 20th
Texas Instruments Inc. (NYSE:TXN): Second Quarter Takeaway – Solid Guide Tracking our MRP Metric
Monday,July 19th
Lam Research Corporation (NASDAQ:LRCX): FQ410 Preview – Expecting Strong Results / Guide Up
Friday,July 16th
Varian Semiconductor Equipment (NASDAQ:VSEA): FQ310 Preview – You can find them at the Orphanage
Thursday,July 15th
Texas Instruments Inc (NYSE:TXN): Second Quarter Preview – Expecting Strong Results and Guidance
Wednesday,July 14th
Intel Corp (NASDAQ:INTC): Second Quarter Takeaway – The Sweet Spot of Fab Loadings
Tuesday,July 13th
Novellus Systems Inc (NASDAQ:NVLS) Q210 Takeaway – Our mid-2010 Cyclic Peak Thesis Substantiated
Monday,July 12th
ASML Holding NV (NASDAQ:ASML): 22nm Qualification Update – And the Winner Is
Friday,July 9th
Entegris, Inc. (NASDAQ:ENTG): Second Quarter Preview – Buy Dip Before Earnings
Thursday,July 8th
ASML Holding NV (NASDAQ:ASML): Second Quarter Preview
Wednesday,July 7th
Novellus Systems Inc (NASDAQ:NVLS) Second Quarter Preview – No Surprises Expected
Tuesday,July 6th
Intel Corp (NASDAQ:INTC): Second Quarter Preview – Strong Results and Seasonal Weakness
Friday,July 2nd
Advanced Micro Devices, Inc. (NYSE:AMD) Lack of Confidence in the 32nm Ramp
Thursday,July 1st
Verigy Ltd.(NASDAQ:VRGY) Seasonality Tracking Guidance – OSAT Tail-WINs for October Quarter
Wednesday,June 30th
TERADYNE INC (NYSE:TER): Bookings Slowing on Seasonality - Broadly Based
Tuesday,June 29th
Micron Technology, Inc. (NYSE:MU): F3Q10 Takeaway – Fab Loading Adjustments Tracking our Metric
Monday,June 28th
MRP Metric Analysis: First Look at 2H10 Supply Chain Scheduling – Magnitude Lower than 1H10
Friday,June 25th
Spansion Inc. (AMEX:CODE): Research In Motion Tracking our Waferstart Indicator
Thursday,June 24th
ASML Holding NV (NASDAQ:ASML): MRP Based Tool Build Update
Wednesday,June 23rd
Anadigics Inc (NASDAQ:ANAD) Possible Apple Socket Win Drives Utilization Ramp
Tuesday,June 22nd
Micron Technology, Inc. (NYSE:MU): Fiscal Third Quarter Preview
Monday,June 21st
MRP Metric Analysis: Forward Forecast Visibility Improving – We see Inflection Point in the Group
Friday,June 18th
Spansion Inc. (AMEX:CODE): Fresh Start – High Risk
Thursday,June 17th
ASML Holding NV (NASDAQ:ASML): 22nm Qualifications at Intel – Layer Assignments TBD
Wednesday,June 16th
MRP Metric Analysis: Near-Term Supply Chain Runrate Tracking Flattish to Slightly Up Q310
Tuesday,June 15th
Spansion Inc. (AMEX:CODE): Waferstart Index Suggests Wireless Strength
Monday,June 14th
Micron Technology, Inc. (NYSE:MU): Waferstarts – May Swing Factor Indicating Demand Growth
Friday,June 11th
National Semiconductor (NASDAQ:NSM): FQ4 Takeaway – Focus on Share Price Weakness for Long-Term
Thursday,June 10th
Intel Corp (NASDAQ:INTC): Waferstarts Flattish – Slightly Positive Moving Average Trend
Wednesday,June 9th
Texas Instruments Inc (NYSE:TXN): Mid-Q Update Tracking in Line with Our Thesis - Buy the Weakness
Monday,June 7th
MRP Metric Analysis: New Supply Chain Forecasts Starting – Positive Inflection Point for 2011 Capacity Cycle
Friday,June 4th
Ultratech, Inc. (NASDAQ:UTEK) A Short Sale in the Making – Tech Conferences a Likely Catalyst
Thursday,June 3rd
MRP Metric Analysis: Maintaining our 2011 Capacity Cycle Thesis – Steady Runrates Support Sentiments
Wednesday,June 2nd
Anadigics Inc (NASDAQ:ANAD) Better Execution + Share Weakness = Buy for Long-Term
Tuesday,June 1st
National Semiconductor (NASDAQ:NSM): Fiscal Fourth Quarter 2010 - Share Price Weakness for Long-Term
Friday,May 28th
Novellus Systems Inc (NASDAQ:NVLS) Mid-Q Update – Bullish Tone is Downside Opportunity
Thursday,May 27th
Micron Technology, Inc. (NYSE:MU): Waferstarts – May Swing Factor
Wednesday,May 26th
Intel Corp (NASDAQ:INTC): Waferstarts Flattish on Fab Loading Adjustments – Fuel Cell Entry Possible
Tuesday,May 25th
Texas Instruments Inc (NYSE:TXN): Seize the Day - Buy the Market Weakness
Monday,May 24th
MRP Metric Analysis: Confident Supply Chain Expansion – Evidence of a Multi-Year Semiconductor Cycle
Friday,May 21st
Lam Research Corporation (NASDAQ:LRCX): Tech Conference Takeaway – 2011 is Coming
Thursday,May 20th
Applied Materials Inc (NASDAQ:AMAT): FQ210 Takeaway – Bookings Plateau Evidence of our Cycle Peak Thesis
Wednesday,May 19th
Veeco Instruments Inc. (NASDAQ:VECO) Tech Conference Takeaway – Buy the Weakness
Tuesday,May 18th
ASML Holding NV (NASDAQ:ASML): Tech Conference Takeaway – Chest Pounding Continues
Monday,May 17th
Varian Semiconductor Equipment (NASDAQ:VSEA): Tech Conference Takeaway – No Change to our View
Friday,May 14th
Spansion Inc. (OTC:SPSNQ): Waferstart Index
Thursday,May 13th
Anadigics Inc (NASDAQ:ANAD) Encouraging Channel Meetings – Fab-Loading Momentum
Wednesday,May 12th
Intel Corp (NASDAQ:INTC): 2010 Investor Meeting
Tuesday,May 11th
LTX-Credence Corporation (NASDAQ:LTXC): Expecting a Meet and Beat Quarter
Monday,May 10th
Brooks Automation Inc (NASDAQ:BRKS) FQ210 Takeaway – Look for Reentry before next Earnings Call
Friday,May 7th
Verigy Ltd.(NASDAQ:VRGY) FQ210 Preview – We see Market Sell-Off as Opportunity
Thursday,May 6th
Photronics Inc (NASDAQ:PLAB): FQ210 Preview – We Expect an Earnings Catalyst
Wednesday,May 5th
Applied Materials Inc (NASDAQ:AMAT): FQ210 Preview – Broader Market Trumps Semicon West Reentry Point
Tuesday,May 4th
Brooks Automation Inc (NASDAQ:BRKS) FQ210 Preview – Sell the Strength Post Call
Monday,May 3rd
Varian Semiconductor Equipment (NASDAQ:VSEA): FQ210 Takeaway – No Change to our View
Friday,April 30th
KLA-Tencor Corporation (NASDAQ:KLAC): FQ310 Earnings Takeaway – More Evidence of the Peak
Thursday,April 29th
FormFactor, Inc. (NASDAQ:FORM): First Quarter Earnings Takeaway – Can’t find a Catalyst we can ‘Bite Into’
Wednesday,April 28th
Entegris, Inc. (NASDAQ:ENTG): First Quarter Takeaway – Exit Position and Take Profits off the Table