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Tessera Technologies Inc. Message Board

bot_feeder 103 posts  |  Last Activity: Nov 20, 2015 12:19 PM Member since: Sep 13, 1999
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  • Reply to

    Taiwan Semiconductor Mfg. order

    by hollyo_98 Oct 19, 2015 1:40 PM
    bot_feeder bot_feeder Oct 20, 2015 4:18 PM Flag

    By golly, there it is.

    It would seem that it is saying those dollars were for orders from Axcelis and someone called Screen Semiconductor, not sure who the latter is. Google time again.

  • Reply to

    Intel plans major 3D NAND investment

    by dyver50 Oct 20, 2015 2:52 PM
    bot_feeder bot_feeder Oct 20, 2015 3:24 PM Flag

    Hope they buy some Axcelis ion implanters. As far as I know ACLS has yet to sell anything to Intel but since they have what is now the best in class family of ion implanters it seems like there ought to be some potential there. I believe Micron is an Axcelis customer.

  • Reply to

    Taiwan Semiconductor Mfg. order

    by hollyo_98 Oct 19, 2015 1:40 PM
    bot_feeder bot_feeder Oct 20, 2015 2:48 PM Flag

    Tried to find the news release that announced the order you mentioned, can't find it.

  • Building a flash memory factory in China. Wonder if this is an opportunity for ACLS to finally get a foot in the door with Intel.

  • Reply to

    Taiwan Semiconductor Mfg. order

    by hollyo_98 Oct 19, 2015 1:40 PM
    bot_feeder bot_feeder Oct 20, 2015 2:38 PM Flag

    Could be they want to control the content of news releases on their equipment purchases.

  • bot_feeder bot_feeder Oct 20, 2015 12:57 PM Flag

    But is he going to spend more time with his speech therapist?

  • bot_feeder by bot_feeder Oct 19, 2015 11:44 AM Flag

    If there is any emerging giant in advance pacakaging, they ought to buy out KLIC for $20 a share and by doing so become the "incumbent" vendor of semiconductor packaging equipment, solidifying their ability to be the dominant manufacturer for the next generation of semiconductor packaging.

  • Reply to

    not that cheap

    by bot_feeder Oct 16, 2015 12:21 PM
    bot_feeder bot_feeder Oct 16, 2015 12:26 PM Flag

    Correction: I used Yahoo's number for enterprise value, but I should know better, often that number is wrong as can be seen by simply looking lower in the list of financial stats at debt and cash. STX's net debt is a lot less than the amount of net debt if you take Yahoo's figure for enterprise value minus market cap. So, STX's EV/GP ratio is probably more like 3.5. That leads to the conclusion that STX is cheaper than my above post would imply. Still not enough of a bargain to attract me, but there are valid arguments that one can make that it is a value stock.

  • bot_feeder by bot_feeder Oct 16, 2015 12:21 PM Flag

    My gauge of a bargain tech stock is one with an enterprise value to gross profits ratio of under about 3. STX's is 4. And they are old tech, which generally would carry lower multiples. Their excellent PE ratio, on the other hand, would suggest they are a bargain. But by my criteria they are not necessarily a super value.

  • Reply to

    Where is Byron these days?????

    by abraman1 Oct 13, 2015 2:29 PM
    bot_feeder bot_feeder Oct 14, 2015 10:52 AM Flag

    Just because a company is a good one and has a great future does not mean the stock monotonically goes up. Sometimes it is bound to get ahead of itself and then correct back to a more realistic price.

  • Reply to

    This action is going from ugly to criminal

    by abraman1 Oct 14, 2015 10:15 AM
    bot_feeder bot_feeder Oct 14, 2015 10:51 AM Flag

    Sounds good. I'll buy some INFN stock after the ugly news comes out.

  • Reply to


    by bot_feeder Oct 12, 2015 5:20 PM
    bot_feeder bot_feeder Oct 12, 2015 7:23 PM Flag

    By the way: The technology for presentations on the internet has sure gotten a lot better over the last few years.

  • bot_feeder by bot_feeder Oct 12, 2015 5:20 PM Flag

    For the Infinera buffs, a question. I haven't followed the company much lately since the stock got pretty pricey, but I am wondering about their metro products. My impression is that those are basically from a company they acquired? In which case, I wonder how well those play with the DTN/DTNx. Because my impression is that their core products, while providing awesome advantages over competitors' products, do involve a very different architecture than the traditional one. So I wonder how well the metro products mesh with the DTN/DTNx, and if there is some mismatch there, would their strategy be to gradually evolve the metro products to create a more seamless set of products for the entire market they serve? I will listen to their last conference call, maybe that will help with that question.

  • bot_feeder bot_feeder Oct 12, 2015 4:55 PM Flag

    Since their products have a lot of features their competitors cannot match, due to their proprietary technology, it would seem to me the ceiling on their gross margins is quite a bit higher than what they currently are running.

  • bot_feeder by bot_feeder Oct 10, 2015 1:00 PM Flag

    I just wish INFN would have a bad quarter some time and the stock dippes to $12-13 per share, at which time I would buy a bunch. Incredible company, incredible technology, but it's not a secret and the stock price pretty much reflects what a great company it is.

  • bot_feeder bot_feeder Oct 9, 2015 1:57 PM Flag

    To accurately assess ACLS' business prospects, the analysts would have to do more than just look at tables of numbers. They would have to delve into the details of the implanter market and the product situation of the two players who compete in that market.

    It seems like those analysts who ask the questions at conference calls are diligent enough that they dig into that kind of detail to get a genuine grasp of the industry dynamics. But some analysts probably just stare at balance sheets and income statements and think that is all they need to know to render an opinion.

  • bot_feeder by bot_feeder Oct 9, 2015 1:44 PM Flag

    Listened to a recent conf call of theirs, they sound pretty good. I sold a little at 2.76 or 2.80 or something but bought it back today at 2.48-2.49.

    One thing that would be really useful to know is on these new 3d semiconductor processes, what machines are going to be most heavily needed. I imagine some machines will still be needed just about the same amount as on the previous processes. But others probably are needed a lot more. For example if you are doing stacked devices then I would imagine there are a whole lot more photolithography steps.

    Not sure how this applies to Mattson. All I basically go on is what the analysts project the revenue and earnings growth will be for different companies and I assume they know the technology better than I do and have a better idea how many machines are likely to be needed from the various semi equipment makers. On that score Mattson looks pretty good, I believe Yahoo shows their projected revenue growth in 2016 as close to 15%.

  • Time for some more bonuses for the amazing HLIT executives.

  • Reply to

    An engineering powerhouse

    by needinfo117 Oct 8, 2015 9:24 AM
    bot_feeder bot_feeder Oct 8, 2015 10:04 AM Flag

    Having a fabulous chef who loves to nibble on caviar while he's working doesn't help the bottom line.

  • bot_feeder by bot_feeder Oct 7, 2015 6:18 PM Flag

    From Zacks:

    One such stock that you may want to consider dropping Kulicke and Soffa Industries, Inc. KLIC which has witnessed a significant price decline in the past four weeks, and it has seen negative earnings estimate revisions for the current quarter and the current year. A Zacks Rank #4 (Sell) further confirms weakness in KLIC.

    If you are still interested in the Electronic–Manufacturing Machiney industry, you may instead consider a better-ranked stock– Axcelis Technologies Inc. ACLS. The stock currently holds a Zacks Rank #2 (Buy) and may be better selection at this time.


    Bit of a coincidence, ACLS and KLIC happen to be the two stocks I have the most money in. ACLS, because it is reasonably cheap and has explosive growth potential. KLIC because it is a decent company in a slump whose stock price has been hammered way too hard than circumstances warrant.

32.74+0.37(+1.14%)Nov 27 1:00 PMEST