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While I try really hard to avoid the quarterly earnings brouhahas I think it is worth it to mention a few things about the report Lam Research released last night. Suffice to say, Lam beat expectations and guided the next quarter higher than expectations. We have been discussing amongst the INFRASTRUCTURE minions [...] Similar to what we’ve heard from Lam Research, Novellus, Teradyne and others in the semiconductor capital equipment sector, Tokyo Electron has revised their numbers for semiconductor equipment capital spending to -10 percent for the year. From the release: “In addition to uncertainty of global economy, demand for consumer electronics such as smartphones and tablets is slowing down [...] Below, for your weekend reading enjoyment, you will find a set of links to some technology company presentations and a few stories from around the modern InterTubes. Many of the company presentations contain the same message – tough sledding is expected for the next few quarters. But never fear, you will also find optimistic [...] A SEMICON West snippet: AMAT launches new products, prepares for 450mm – ElectroIQ. Still digging through the stories from the last few weeks. With Lam Research reporting this evening it’s worth reviewing what Applied Materials had to say at Semicon West. Lam, no doubt, will echo some of these sentiments. Highlights: Eight new products It’s been a busy week for Intel shareholders. As noted by Eric Savitz this morning, Goldman Sachs semiconductor analyst Jim Covello issued a sell recommendation – citing the usual concerns of overcapacity, tablet cannabilization and, of course, penetration in their primary market by ARM processors. If you have been following Intel for any length [...] Under-estimations abound! After reading several Wall Street analyst reports it is clear that some view the outlook as much more bullish than others. Two of the reports we’ve read, one from UBS and one from Goldman Sachs, are quite positive. Less favorable views can be found on the EE Times website: Applied posts [...] |
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