Friday, November 18, 2011, 8:46 AM
Applied Materials' (AMAT) claim that its most recent quarter, which saw a massive Q/Q drop in orders, will represent a bottom for chip equipment orders may prove accurate. SEMI is reporting its preliminary October book-to-bill ratio for North American chip equipment makers is 0.74; though this is a weak number, it's better than September's final reading of 0.71, and thus snaps a long string of monthly declines.
Comment![Tech]
Tuesday, November 8, 2011, 7:45 AM
Signet (SIG) jumps up 5% in premarket trading after the firm is named to the S&P MidCap 400 index to replace recently acquired Varian Semiconductor (VSEA). The switch will be effective on Nov. 10.
Comment![On the Move]
Wednesday, May 4, 2011, 6:20 AM
Applied Materials (AMAT) to buy Varian Semiconductor (VSEA) for ~$4.9B, or $63/share. It's a 55% premium to Varian's closing price yesterday. (PR)
Comment![Top Stories, Breaking News, M&A, Tech]
Thursday, April 28, 2011, 5:07 PM Varian Semiconductor (VSEA): FQ2 EPS of $1.07 beats by $0.01. Revenue of $330M (+62% Y/Y) beats by $9M. Shares -2.2% AH. (PR)
Comment![Earnings, Tech]
Friday, January 14, 2011, 3:30 PM
Today's semiconductor surge pushes not just high-profile chipmakers like Broadcom (BRCM +2.7%) and Nvidia (NVDA +1.5%) to new 52-week highs, but at least 15 others, as well. They include both chip manufacturers and component and gear suppliers, such as Atmel (ATML +0.4%) and Applied Materials (AMAT +7.4%).
Comment![Tech]
Monday, January 3, 2011, 1:56 PM
Goldman Sachs gets downbeat on a handful of semiconductor and semiconductor gear makers, believing their recent strong performance means there's now less upside. In particular, Goldman cut from Buy to Neutral Analog Devices (ADI), Linear Technology (LLTC), Lam Research (LRCX), and KLA Tencor (KLAC).
Comment![Tech]
Thursday, October 28, 2010, 5:29 PMVarian Semiconductor (VSEA): FQ4 EPS of $0.79 beats by $0.05. Revenue of $259M (+120%) vs. $257M. Shares +1.3% AH. (PR)
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