Novellus Sticks to Its Knittings

Yesterday Novellus Systems (NVLS), another leading semiconductor equipment manufacturer for thin film deposition, surface preparation, and chemical mechanical planarization, announced their Q2 results.

Applied Materials Seeks Expansion into Solar

Continuing my discussion on the semiconductor manufacturing equipment sector, here is my analysis of Applied Materials (AMAT), the largest supplier of tools for making microchips.

Seven Tech Stocks For Long-Term Hold

One of the best ways to make money in the stock market is to identify high caliber companies early on in their history, and hold on to them through the long term (I mean years, not quarters). I particularly like companies that have large market forces driving them. In some cases, these may not be

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Forbes Column 08: Water Firm Enlivens IPO Market

My new Forbes column “Water Firm Enlivens IPO Market” is yet another story on ERI, the water desalination technology company. The stock is up almost 50% in a week of trading.

KLA-Tencor and the Fate of the Semiconductor Capital Equipment Sector

KLA-Tencor (KLAC) is the world leader in yield management and process control solutions for semiconductor manufacturing and related industries. We have been discussing the changes and consolidation attempts in the EDA and ATE industries so far, both in the semiconductor infrastructure category. Another industry that suffers some of their conditions is the semiconductor manufacturing equipment

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MercadoLibre’s Price Target

I haven’t written about MercadoLibre in a while … yesterday, Eric Savitz reported over at Barron’s that Mercado’s CEO Marcos Galperin terminated an over 1.7 million shares stock sale plan, which sent the stock up $4.44, or 16.6%, to $31.23.

Amkor Worth a Look

Amkor Technology (AMKR) provides semiconductor packaging and test services. Their products range from the traditional, “off-the-shelf” leadframe configurations to leading-edge chip scale, flip chip and system-in-package (SiP) solutions incorporating highly customized designs. The company is of interest because of the surge in SiP, Multi-chip Modules (MCM) and 3D designs in general that are bringing about

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Paychex Looks Cheap

Paychex (NASDAQ: PAYX) reported its Q4 and fiscal year 2008 results on June 26. Net income in 2008 grew 12% to $576 million or $1.56 EPS, and revenue grew 10% to cross the $2 billion milestone. It took Paychex over 30 years to get to the first billion and only five years to reach the

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