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KLATencor Corp. (KLAC)
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Friedman Billings Ramsey’s Mehdi Hosseini this morning turned negative on the semiconductor equipment sector - and some other related companies in the semiconductor food chain. The downgraded stocks include Applied Materials (AMAT), Teradyne (TER), ASML (ASML), and KLA Tencor (KLAC), along with MEMC...
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If you thought 2008 was a rotten year for the semiconductor capital equipment sector, wait until you get a load of 2009.
Several analysts today weighed in with revised forecasts for chip industry capital spending for this year, and the prognostications are startling grim. That said, the pundits have...
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Has the semiconductor equipment sector hit rock bottom? Citigroup’s Timothy Arcuri thinks conditions in the industry may finally have gotten so bad that they can’t get any worse. Which for the stock, he says, is good. “We think chipmakers have finally reached “maintenance” cap ex,” he writes, advisi...
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Wow, that’s some nice rally the semiconductor equipment sector is having today. Not sure there is a really good reason for the rebound - but there is no question that the stocks have been smashed over the last few weeks.
Here’s what happened to some of the key companies in the sector from the close...
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blogs.barrons.com
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Nov 18, 2008
about
KLAC
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blogs.barrons.com
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Nov 04, 2008
about
KLAC, LRCX
UBS analyst Stephen Chin today issued “short-term Buy” ratings on both KLA-Tencor (KLAC) and Lam Research (LRCX), anticipating that both companies are preparing to unveil major restructuring moves.
For KLA-Tencor, Chin says he believes the company intends to cut operating expenses by 20% to 30%, mor...
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seekingalpha.com
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Oct 30, 2008
about
KLAC
KLA Tencor Corporation. (KLAC)
F3Q08 Earnings Call
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blogs.barrons.com
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Oct 30, 2008
about
KLAC
KLA-Tencor (KLAC) posted revenue for its fiscal first quarter ended September 30 of $533 million, beating the Street consensus of $518.5 million, but down 23% from a year earlier, and off 9.8% sequentially. Non-GAAP EPS of 32 cents a share were two pennies shy of the consensus.
CEO Rick Wallace said...
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blogs.barrons.com
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Oct 02, 2008
about
RTEC, KLAC
KLA-Tencor (KLAC) share have been hit today by downgrades from analyst at both RBC Capital and Barclays Capital, along with estimate and target reductions from Friedman Billings Ramsey. Here’s a summary of the analyst moves:
Barclay Capital’s C.J. Muse cut his rating on the stock to Underweight fro...
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blogs.barrons.com
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Sep 23, 2008
about
PLAB, TER, AMAT and 8 moreCYMI, AEIS, KLAC, ATMI, KLIC, MKSI, LRCX, ENTG
Merrill Lynch semiconductor equipment analyst Brett Hodess this morning chopped his forecast on 2009 chip industry cap ex spending to a decline of 6% from growth of 9%, and writes in a research note that “there is further downside risk due to economic and fab capacity data.”
Hodess had previously be...
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KLA-Tencor (KLAC) and Varian Semiconductor (VSEA) are both down sharply today after the stocks were downgraded this morning by Credit Suisse semiconductor equipment analyst Satya Kumar. Kumar writes after checking with several companies in the tech food chain, he now sees chip industry cap ex down 2...
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blogs.barrons.com
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Sep 16, 2008
about
QI, ALTR, ISIL and 10 moreTSM, BRCM, KLAC, VSEA, XLNX, MU, INTC, LRCX, ASML, SIRF
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Pacific Crest’s Weston Twigg this morning trimmed his EPS estimates for a number of semiconductor equipment companies, asserting that a recovery in demand is likely to take longer than previously expected.
“Given the lingering imbalance between memory chip supply and demand, we expect new fab projec...
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The Street has become too optimistic about a quick recovery in semiconductor equipment demand, Morgan Stanley’s Atif Malik asserted in a research note this morning. He notes that the sector has rallied 10%-15% off its lows on expectations that orders will increase 30%-50% sequentially in the fourth...
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247wallst.com
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Sep 04, 2008
about
KLAC, KELYA
These are the top downgrades and negative analyst calls we are seeing this Thursday morning: Kelly Services (KELYA) Cut to Sell at Citigroup. KLA-Tencor (KLAC)...
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