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Tessera Technologies Inc. Message Board

bot_feeder 88 posts  |  Last Activity: 13 hours ago Member since: Sep 13, 1999
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  • Reply to

    Worst Conference I have heard

    by manunited1919 Feb 25, 2015 10:10 AM
    bot_feeder bot_feeder Feb 25, 2015 11:11 AM Flag

    Hard to show good results when your business involves selling a commodity product whose price has fallen into the dumpster.

  • Reply to

    Who is more patriotic?

    by springer_1994 Feb 25, 2015 8:03 AM
    bot_feeder bot_feeder Feb 25, 2015 1:39 PM Flag

    Obama is against good jobs, good health care, and good education.

  • Cheap stock price, but judging from their revenue, I would guess these guys never found any new product areas outside their old mainstay of dsl modems.

  • The stock was 2 bucks a year or so ago, now it is 3.75. Excellent stock performance. Just because it's a good company doesn't mean it deserved a 150% increase up to 5 bucks a share. I think it's still a bit toppy so I don't own any, but I will keep watching in case it reaches what looks to me like an attractive price at some point.

  • bot_feeder bot_feeder Mar 11, 2015 11:28 AM Flag

    Incompetence is not a crime.

  • bot_feeder by bot_feeder Apr 22, 2015 12:29 PM Flag

    Nice move on this stock. As a bottom feeder, ASML has always been too pricey for my blood, but I do acknowledge what an outstanding company they are, being the leader in the most critical part of semiconductor manufacturing.

    Most of my stocks are nevertheless in the semi eqt industry. An article I read recently suggested that 3D may actually lead to a bit of a shift away from photolith eqt to other processing eqt, which seemed to make sense as it would seem that there will be a focus on machines that modify materials in the vertical axis.

    Wonder if any ASML shareholders have an opinion on that?

  • Reply to

    the one downer

    by bot_feeder Jan 28, 2015 10:35 AM
    bot_feeder bot_feeder Jan 28, 2015 11:06 AM Flag

    Today's gain has tapered off. Maybe even worth buying a few more shares. This company's Enterprise Value is only a little over 2x its gross annual profit. When that ratio is 1-2 for a tech stock it is a screaming buy. I bought techs sporting EV/GP ratios of 1-2 in 2002 and after dropping 40% at first they proceeded to go up 600% over the next two years. (And would have gone up even more for me if I hadn't sold too early!)

    KLIC is a tremendous buy.

  • bot_feeder by bot_feeder Jan 28, 2015 11:09 AM Flag

    The Assembleon purchase seems really positive to me also. Got a company that should strengthen KLIC's position in advanced packaging, and got it for a reasonable price. Just had to peel a few bills off their massive wad of cash to buy that company. Should help make this a growth company when the investor community thinks it is in a stagnant business.

  • bot_feeder bot_feeder Mar 26, 2015 12:03 PM Flag

    By my criteria, SONS is now a value stock. What makes me hesitant to buy some is that I really don't know anything about this business and thus I don't know whether SONS has products that are competitive, or if they are going to see their business shrivel up in the face of stronger competitors. If their products do have some staying power in the marketplace, then this is indeed a good stock buy right now.

  • Reply to

    was oversold

    by bot_feeder Feb 5, 2015 11:53 AM
    bot_feeder bot_feeder Apr 23, 2015 12:13 PM Flag

    Conf call sounded pretty good. Seems like these guys' machines are well positioned to win business in the new processes under development for semis and semi packaging.

  • Reply to

    was oversold

    by bot_feeder Feb 5, 2015 11:53 AM
    bot_feeder bot_feeder Apr 23, 2015 9:50 AM Flag

    My heading from Feb 5 makes an appropriate heading once again today.

  • Reply to

    Very nice

    by markmick2000 Apr 23, 2015 7:17 PM
    bot_feeder bot_feeder Apr 23, 2015 9:46 PM Flag

    If the business does well, I would expect $40-60 per share within the next several years. Keep in mind they are priced based on earning diddly squat. If they can get up to a more normal earnings range then the stock should soar. If the business languishes then this won't be a stock to make money on, but I think the downside risk is small because of their awesome balance sheet.

  • Reply to

    1-15 Presentation at Needham Conference

    by wallofrocks Jan 15, 2015 7:02 PM
    bot_feeder bot_feeder Jan 31, 2015 2:51 PM Flag

    Points:

    1). New implanter family opens up 85% of the implanter market, previously they focused on high energy, 15% of the implanter market.

    2). Purion platform: Common platform. Implanter consists of end station and beam line. Using a common platform for the end station cuts cost and allows gross margin to be increase.

    3). Advanced spot beam with advanced energy filters. Purion platform delivers highly uniform angle and dose control.

    4). Advanced source technology has much longer lifetime, an especially important advantage for non doping species.

    5). When you use all the Purion tools you get operations advantages associated with commonality across the platform.

    6). Market is entering an upswing in 2015.

    7). Discusses successful Purion penetration into various markets.

    8). Shipped 5 evaluation and 3 revenue Purions in 2014. Up to much faster start than anticipated even 6 mos ago.

    9). Purion XE has xx market share. Didn't catch the number, something like 75% or 80%.

    10). Customers want two strong sources for implanters.

    took a leak, may have missed a few points

    11). Aiming for gross margins to get to upper 30s and then to 40%.

    12). High current implants big opportunity in various markets. Represents 60% of implanter TAM and key technology for leading-edge markets.

    13). Low metals content, and important criteria for users.

    14). For non leading edge products, customer focus is on productivity.

    15). 7-12% market share now, goal 20-40%, bulk of growth Purion H high current. Aim to get up to 460 million revenue.

  • Reply to

    excellent conference call

    by bot_feeder Feb 2, 2015 5:58 PM
    bot_feeder bot_feeder Feb 2, 2015 9:35 PM Flag

    Yes there was guidance. I don't recall the details though. Something like fifty mil rev, a dime or so profit, I think it was moderately positive.

  • bot_feeder by bot_feeder Feb 5, 2015 11:53 AM Flag

    Business has been spotty, but they have a balance sheet built like a tank, and have a shot at some good business growth. So after the quarterly the investment community concluded, hey we have massacred this stock far beyond what it warrants.

    One thing I wish about UTEK is that they would have a set of viewgraphs on their web site that gives the basic info about the company, i.e. what exactly their products are and where those products fit in to the current market and where they feel the growth prospects are.

    By bits and pieces I understand they make laser annealers, steppers, and metrology eqt. I need to try to understand what they have in more detail.

    The fact that they are in more than one product is a positive from my standpoint. Not a one trick pony.

    The Q&A discussion of steppers did interest me. RTEC is doing a 2x stepper and feels really bullish about its prospects, even though it is a very expensive machine. The UTEK spokesman seemed to feel strongly that 1x is where the opportunity is at the present time.

    I will stick with both stocks with the expectation that they can both be successful in the markets they have chosen to go after.

    Was great to hear they have bought back about 20 million dollars worth of stock. And I guess that leaves 80 mil left in their repurchase authorization. People would be foolish to bet against this stock, even if they have doubts about the company's business prospects. They have a lot of ammo in the repurchase cannon.

  • Always been intrigued by ACLS. One of the two companies in implanters, one of the highest tech pieces of equipment in semiconductor manufacturing. The other being a 800 pound gorilla in the business.

    Struggled in recent years. But if this new product line is as good as they claim it is they could be BIG. Maybe then get bought out by someone like LAM for 8-15 dollars per share.

    I'm buying a bit on Monday.

  • bot_feeder bot_feeder Feb 4, 2015 9:52 AM Flag

    Hm, the analysts are saying sell low. Analysts are ALWAYS wrong, that's why they get paid the big bucks.

    I bought some more.

  • bot_feeder by bot_feeder Feb 11, 2015 11:27 AM Flag

    Just became aware of Camtek due to their suing the company that I own some stock of.

    Actually looks like a good value stock. They ought to forget about the vendetta and concentrate on their business, though.

    Also, a company with revenue around 100 mil is an awfully small player in this market. It seems like they will inevitably get bought out. I guess since they are the plaintiff in the legal matter it won't be viewed as a liability for a potential buyer of Camtek, except insofar as it siphons money for legal fees that ought to be used for the busienss. But a buyer can fire the lawyers as soon as the acquisition is completed.

    So I am bullish on Camtek and will probably buy some shares today.

  • Reply to

    Back down again to $2.57

    by alberkwitz53 Feb 5, 2015 5:49 PM
    bot_feeder bot_feeder Feb 6, 2015 10:03 AM Flag

    I'd buy more if it dropped to 2.57.

  • bot_feeder bot_feeder Feb 19, 2015 1:06 PM Flag

    My computer says 2/19 is today.

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