Blogs about VSEA - Stockpickr! Your Source for Stock Ideas

Blogs about VSEA

Blogs	Description	Date Updated
Correct: The Morning After: SiRF, Western Digital Plunge, Avid, Juniper Shine	Here’s a quick roundup of what’s happening in early trading following a deluge of earnings reports last night: Following intense lobbying by Microsoft (MSFT) chief executive Steve Ballmer at the company’s analyst day yesterday, the stock is up 1.05% at $25.71. Following a deeper-than-expected per-share loss at global positioning system (GPS) chip maker SiRF Technology Holdings (SIRF), the stock is down over 10% at $3.79; Avid Technology (AVID), makers of video editing hardware ...	July 25, 2008
Varian Semi Shares Tumble On Weak Sept. Qtr Outlook	Varian Semiconductor (VSEA), maker of ion implant tools used to make semiconductors, warned this afternoon that sales for its fiscal fourth quarter ended September would be well short of expectations. For Q3, results were in line, with revenue of $182.6 million and profits of 25 cents a share, compared to Street expectations of $181.2 million and 25 cents. For Q4, however, the company expects revenue to fall to $130 million to $140 million with profits “slightly above break-even.” An...	July 24, 2008
UBS Cuts Outlook On Semis; Cautious On AMD, NVDA; Also Trims Ests On Many Semi Equip Stocks	UBS semiconductor analyst Uche Orji today chopped his 2008 semiconductor industry revenue growth rate to 4% from 7%, citing weak NAND and DRAM memory prices, reduced growth for consumer discretionary items like NAND flash, GPS, graphics, mid-to-high end cellphones and desktop PCs, as well as “some signs of weakness in China.” Orji now sees DRAM down 11%; he had been looking for an 8% drop. Also this morning, market research firm In-Stat said it expects just 2.4% semiconductor industr...	March 26, 2008
Analyst upgrades: CI, Analog semiconductors, HIL and VSEA	Filed under: Analyst upgrades and downgrades, CIGNA Corp (CI)MOST NOTEWORTHY: Analog Semiconductors, Hill International and Varian Semi were today's noteworthy upgrades: Lehman upgraded Analog Devices (NYSE: ADI), Fairchild Semi (NYSE: FCS), and Intersil Corp (NASDAQ: ISIL) to Overweight from Equal Weight. The firm believes Analog semis have one of the most attractive risk/reward profiles in technology and expects the group to outperform in 2008. B. Riley raised Hill International ...	March 24, 2008
Semi Equipment: ‘08 Outlook Now Worse, Lehman Says	Lehman’s C.J. Muse this morning cut his forecast for 2008 worldwide spending on semiconductor capital equipment to down 20%-25% from 2007, below his previous estimate of down 15%-20%. He says the Street consensus - down 15% - is too optimistic. Muse expects Hynix to cut its budget 48% year over year; and he says tier 2 Taiwanese DRAM makers will under spend their budgets, “suggesting more cuts to spending are still on the come.” He now sees DRAM spending down 37%, NAND flash d...	March 18, 2008
Varian Semi Shares Slide On FY Q2 Warning; Plans Two-Week Summer Shutdown On Weak Semi Cap Ex	Varian Semicondcutor (VSEA) share are sliding in after hours trading after the company offered the latest signs of significant slowing in demand for semiconductor capital equipment. Varian reported revenue for the fiscal first quarter ended December 28 of $254.1 million, with EPS of 57 cents; that is about in line with the Street consensus of $256.6 million and 58 cents. Varian said it sees 2008 as “a reduced spending year” for its customers, “particularly for manufacturers of ...	January 24, 2008
Intel Pushing Out Semi Equip Orders For Conversion Of New Mexico Fab To 300mm, Citi Says	Intel (INTC) appears to be pushing out all orders and shipments for semiconductor manufacturing equipment related to the upgrade of its New Mexico fab from 200mm to 300mm platters, according to Citigroup analyst Timothy Arcuri. “Checks suggest Intel pushouts continue to hit the supply chain and moved beyond lithography and into process tools,” he wrote this morning. At this point, he says, the company appears to be pushing out orders about one quarter. He says the development affect...	June 07, 2007
Through The Fly's Eyes: Varian Semiconductor	Larry Schutts is a contributing editor for Theflyonthewall.com and the Vice-President of Stockwinners.com.Making the Equipment that Makes Your ChipsSociety's ballooning appetite for devices controlled by semiconductor-integrated circuits emphasizes the need for high-quality chip processing equipment. One of the world's best known makers of such equipment is headquartered in Gloucester, Massachusetts.Varian Semiconductor Equipment Associates (VSEA) is engaged in the design, manufacture, marketing...	May 31, 2007
Varian Semiconductor Equipment Associates: making the equipment that makes your chips	Filed under: Earnings reports, Analyst upgrades and downgrades, Applied Materials (AMAT), Technical AnalysisSociety's ballooning appetite for devices controlled by semiconductor-integrated circuits emphasizes the need for high-quality chip processing equipment. One of the world's best known makers of such equipment is headquartered in Gloucester, Massachusetts. Varian Semiconductor Equipment Associates (NASDAQ: VSEA) is engaged in the design, manufacture, marketing, and servicing of semiconduct...	May 31, 2007
Pre-Market Stock News (May 31, 2007)	(AGE) A.G.Edwards gets an $89.50 buyout from Wachovia (WB) in cash and stock.(AGIX) AtheroGenics announces business plan to focus on advancing AGI-1067 in diabetes.(ASML) ASML will return 960 million Euros to shareholders in combination with an 8 for 9 split.(BLI) Big Lots $0.26 EPS vs $0.20e.(BRCD) Brocade is paying a $7 million SEC fine to settle its options backdating issue.(CIEN) Ciena $0.26 EPS vs $0.25e; sees revenues up 3% in Q3 and sees 2007 revenue growth up to 36% from prior range of 2...	May 31, 2007

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