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Cymer Inc. Message Board

jamulmike 284 posts  |  Last Activity: Oct 3, 2015 1:06 PM Member since: Oct 10, 2011
  • Richard P. Wallace - President, Chief Executive Officer & Director
    Yeah, just to add a little color. The one thing we have seen is more starts in our work with the mask shops, we've seen more 10-nanometer designs than we might have thought at this time. And it does appear to be true that the fabless guys view 10-nanometer, kind of to Bren's point, because it's more of a shrink, it's actually being more of a real node and more advantageous to go to.

    Sentiment: Strong Buy

  • jamulmike by jamulmike Aug 1, 2015 4:51 PM Flag

    These technologies power the industry's fastest-growing packet optical service provider and router platforms. Today, we are very excited to announce that we have taken the next breakthrough step in extending our leadership in data center interconnect technologies by taping out the industry's first 16-nanometer FinFET ultra-low power and high-density 100/400 gigabit per second PAM4 optical and copper physical layer device.

    To give you some context on why this is important, I'd like to elaborate on the technology, its implications for the data center, and also share with you its growth prospects within our connectivity business. PAM4, which is for 4 level pulse amplitude modulation technology, converges the inter-data center and telecom service provider metro technology interconnect requirements into one single standard, thereby enabling 100/400 gigabit per second small form factor low TCO modules.

    In addition, PAM4, which is in the process of being standardized by the IEEE, is fast emerging as the interconnect within and between server racks for custom high-density hyperscale data centers, and is predicted to be the de facto physical layer for 100-gigabit per second and 400-gigabit per second switch port connections.

    Sentiment: Strong Buy

  • Security is another Next Big Thing.
    as shills whine endlessly about passé 20th HDD PCs.
    Rotary phones are dead. Did that hurt Mobile Fones?
    Think 21st.
    Insist on Cymer.

    Since the second quarter of 2013, just two years ago, we've now quadrupled our business and raised our billings guidance eight consecutive quarters. Having said that, I'd like to thank all of the 2,771 employees, our customers and our partners for their hard work and dedication to our mission, as well as all the shareholders for their continued support.

    Sentiment: Strong Buy

  • a shill's contort and distort isolates a few facts and, then, spins some preposterous "concerns". Many times supported by voodoo TA.

    Finally, we've added a significant growth driver to Teradyne with the purchase of Universal Robots in June. As
    I noted when we announced our plan, collaborative robots are an entirely new class of automation. They are small, low-cost, easy to set up and program and can safely work side-by-side with people in a production setting. Universal Robots provides Teradyne three clear benefits. First, it's serving an emerging market undergoing rapid expansion that should show growth for decades to come. Second, universal robots is the market leader and innovator in this space. Third, there's a clear application of Universal Robots products to automate manufacturing steps at our system test and LitePoint customers.

    The cobot market is new and developing rapidly and has been growing at over a 50% annual rate to an estimated $100 million market size this year. Estimates for the market size in 2020 range from $1 billion to over $3 billion, a very wide range but at either size, a rapidly growing market in the next few years. Universal Robots has led the way in developing collaborative robots and is the premier company in the field. They are the clear leader, having sold more cobots than any other supplier and have been profitable for several years while funding revenue growth of 4X from 2011 through 2014.

    Sentiment: Strong Buy

  • It's not that 3D printing is struggling.
    Every company within the sector faces fierce competition.
    For criminy sakes, I saw a Dremel 3D printer. @ HomeDepot.
    The disruption has been never ending since the very first unit was plugged in.
    The market simply huge. Consolidation. Soon. Just the start.
    Just one of a dozen or more Next Big Thing.

    That said, we find current profitability weakness in the industry (merely positive margins) worrying, as it suggests that 3D Systems and Stratasys do not benefit from any safety buffer while major competitive threats are just around the corner (HP (NYSE:HPQ), which is expected to ship a 3D printer in early 2016, and Carbon 3D claim they have developed breakthrough technologies). Should these threats become reality (HP and/or Carbon 3D take significant market share), then 3D Systems' pricing power and gross margins would collapse (from ~50% to 30-40%), sending the company's operating margin and earnings sharply in the red.

    Sentiment: Strong Buy

  • clowns like multi-id must be drug kicking and screaming into the 21st.
    WDC & STX, too.
    It's all about SSS.
    It's all about (Cymer)ASML.

    From an R&D perspective, we have successfully transformed a good portion of our traditional storage hardware portfolio and made extensive progress towards pursuing our adjacencies in cloud systems and flash technology. We will have more discussion regarding our technology portfolio advancements and related opportunities at our strategic update on September 2.

    Sentiment: Strong Buy

  • Nothing screams SSS and shrink like The Cloud.

    Over the course of the fiscal year, we shipped over 228 exabytes of storage, up 13% from fiscal year 2014. Within this, Seagate's nearline cloud exabyte shipments increased more than 50%, indicating that we are gaining traction with the higher-capacity offerings in our nearline portfolio and our longer-term thesis of data growth and shifts to cloud infrastructure and hyperscale deployments continue to progress.

    Sentiment: Strong Buy

  • The applications in B2B and B2C are endless.
    Sorry, shills.
    If these nearsighted knuckleheads would just put on their Google Glass, they'd see The Wall is actually a mountain of gold.

    Can Google Glass Succeed In The Enterprise?

    Jul. 31, 2015 11:51 AM ET | 6 comments | About: Google Inc. (GOOGL), GOOG

    •Google will reportedly market Glass to enterprises, though details remain few.
    •I was bullish on Glass before, and continue to remain so, due to the potential of custom apps and Google's strong financial position.
    •Google is currently slightly undervalued, and sentiment is positive for the short-term. Investors should also buy it due to the long-term potential of Glass.

    Sentiment: Strong Buy

  • Millennials are buying smart thingies by the ton.
    Simply massive disruption is NOT shill/sponsored "expert" Armageddon.

    +10.2% after posting EPS beat, strong bookings; Priceline +2.2%

    Jul 31 2015, 13:25 ET | By: Eric Jhonsa, SA News Editor

    Expedia (NASDAQ:EXPE) has surged to fresh highs after beating Q2 EPS estimates (and posting in-line revenue) on the back of a 20% Y/Y increase in gross bookings to $15.1B. Bookings growth was slightly better than Q1's 19%, and better than feared given forex headwinds - a strong dollar respectively had 8% and 10% impacts on bookings and revenue growth.


    Access, not ownership

    It’s not just homes: Millennials have been reluctant to buy items such as cars, music and luxury goods. Instead, they’re turning to a new set of services that provide access to products without the burdens of ownership, giving rise to what's being called a "sharing economy."

    Brands and retail

    Millennials’ affinity for technology is reshaping the retail space. With product information, reviews and price comparisons at their fingertips, Millennials are turning to brands that can offer maximum convenience at the lowest cost.

    Sentiment: Strong Buy

  • jamulmike by jamulmike Aug 1, 2015 9:10 AM Flag

    They all failed to see that the Mobile Model had won*. 5 Years ago.
    It's all about the SSS Smart Thingy. Instant on. Blazing fast. Low power. Teeny-tiny.
    Energy harvesting. Soon. And,...oh soooo much more.
    It's all about (Cymer)ASML.

    Though Seagate (NASDAQ:STX) beat FQ4 EPS estimates - consensus was slashed from $0.99 to $0.64 following the company's July 13 warning - it guided on its earnings call for FQ1 revenue of $2.9B-$3.1B, below a $3.2B consensus. A soft outlook was partly priced in.
    With revenue down 11.5% Y/Y thanks to slumping PC hard drive sales, gross margin fell to 27.2% in FQ4 from FQ3's 28.9% and the year-ago period's 28.5%. Desktop shipments fell by 6.5M units Y/Y to 11.9M, notebook shipments by 2.2M to 14.6M, and branded shipments by 100K to 4.7M. Enterprise shipments (boosted by cloud sales) rose by 800K to 8.2M, and consumer electronics shipments (benefiting from console growth) by 700K to 5.8M.
    3.2M shares were repurchased, and operating expenses rose only 1% Y/Y to $515M. CEO Steve Luczo states Seagate has "undertaken a comprehensive analysis of our expense base and have identified areas where we can improve efficiency and lower cost in FY16."

    * Just like the Big 3 Auto guys decades ago. Refused to smell the coffee. Failed to pick up the pace.

    Sentiment: Strong Buy

  • Remember?
    Cymer lights don't make sales/margins/profits.
    Cymer lights make units/layers/bits.
    A very big distinction.

    Clifton A. Pemble - President and Chief Executive Officer

    Thank you, Kerri, and good morning, everyone. As previously announced, Garmin reported second quarter revenue which was down only slightly year-over-year, despite significant downward pressure caused by a stronger U.S. dollar. In the quarter, we shipped over 4 million units, representing an 8% increase over the prior year.

    Sentiment: Strong Buy

  • Reply to

    UMC record shipments

    by jamulmike Jul 30, 2015 3:22 PM
    jamulmike jamulmike Jul 30, 2015 4:02 PM Flag

    the yahoos actually deleted PR from another site

  • jamulmike by jamulmike Jul 30, 2015 3:22 PM Flag

    this is 5th attempt

    Sentiment: Strong Buy

  • Way toooo little.
    Way, way toooo late.
    Did a Nokia.
    A WinTel.
    A Sony.
    An IBM.
    A RIMM.

    Steven Fox

    I was wondering if you could talk a little bit more about your SSD business. It has some fantastic growth over the past year. What are the key drivers and how do you think your growth is comparing to the marketplace at this point?

    Steve Milligan

    Sure couple of comments on that, the first thing is that from an overall growth perspective we do believe that we are gaining market share in that market. And so we are exceeding industry growth averages. The lion’s share -- this is consistent with the past, the lion’s share of revenue continues to be related to our SaaS based SSD product. The one really encouraging thing from my perspective is that we're beginning to see a much more meaningful contribution from our PCIe NVM product. It's still relatively small compare to the 244 but we saw a nice pick up from counter in Q1 into counter Q2, we’re gaining increasing momentum and we expect, as I indicated in my prepared remarks that the revenue contribution from those products will continue to increase as we move through fiscal 2016

    Sentiment: Strong Buy

  • HDD and PCs guys are delusional.
    They think they need to crank out ever cheaper slug slow PCs. Power sucking, heat generating PCs.
    Customer has gone blazing fast, instant on Mobile.
    PC guys never smelled the coffee.
    Never picked up the pace.
    Simply massive disruption is NOT Armageddon.
    Ask Apple about Mac. Google about ChromeStuff. Even MicroSoft about Surface.
    Just the start of Chip & Screen Age. Smart Thingies.

    To what extent that’s happen, that’s difficult to determine. But clearly our customers do not want to have or do not want to run the risk of having, “obsolete inventory” in front of the Intel and the Microsoft transition. So that’s clearly caused them to draw their inventory levels down. The second thing is that we naturally are going to decline faster than the broader PC market because of the increasing attach rate of solid state devices replacing hard drives, which is consistent of by the way with our expectations. So that helps explain at least some of the disconnect on our numbers versus the broader PC industry.

    Sentiment: Strong Buy

  • ASML has told us, repeatedly, EUV insertion will vary among chip makers.
    We, also, know shills have told us, REPEATEDLY, The Wall was hit a decade ago. That's because they are paid handsomely to contort and distort.

    Focusing on one element of that headline today, at our recent Investor Event we discussed how the patterning market for Lam likely grows through the 5-nanometer technology node with or without EUV. An important dynamic within this segment is the increasing relevance of spacer-based patterning. Spacer-based quadruple patterning as we illustrated in our Analyst Meeting can increase the number of deposition, etch, and clean passes up to five times driving the need for process variability control and cost reductions.

    Sentiment: Strong Buy

  • Will Widows10 forward save the 20th word processor PC guys bacon?
    The Mobile guys are en fuego. PC not so much.
    Dirt cheap anemic HDD PCs is not the answer. Been flogged for years as sales "fall off a cliff".
    Customer used to instant on blazing fast NAND Mobile stuff.
    Once you go blazing you never go back.

    So, there is a bunch of factors that can impact the pace of 5G deployment around the world. And I think what we are seeing is definitely an increasing level of activity, because I think people are now – there are viewing 5G as this is not just an enhancement to the existing networks. There is a big need among first – both from a capacity standpoint, there is also a big need from an M2M standpoint. There is lot of re-architecting of the network that has to take place that deliver IoT services, M2M services, so depending upon the appetite for those services in particular regions of the world that can also drive deployments. The net effect though is that the worldwide standards begin to move pretty rapidly.

    Sentiment: Strong Buy

  • shills will always howl The Static Model (the 1960's repeating) to induce traitor volatility. traitor paradise.
    Intel's new memory looks to augment NAND not replace.
    Sensor hubs did not exist a few years ago. The '60's never have nor never will repeat.
    The Mother of All Paradigm Shifts is NOT Armageddon. Just the opposite.
    LCD did not end TVs. Just disrupted CRT.
    Here, history DOES repeat.
    Just the start.

    Meanwhile, this morning, QuickLogic unveiled EOS, a chip declared to be "the world's most advanced sensor processing SoC." The company promises 80% more processing power than standard ARM microcontroller-based sensor hubs, and the ability to support always-on voice applications (e.g. OK Google) while consuming less than 350 microAmps of power.

    Sentiment: Strong Buy

  • parrot dom cuc on cnbc this AM.
    S&P earnings 50% in.
    If trend continues, 2Q earnings will be up fractionally..
    Main Street continues to work around manipulated nose bleed commodities which are, now, correcting strongly.
    Is slime street, now, manipulating the Dollar?
    What don't they manipulate?