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1. lucas D 4 mei 2011 17:39

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   NXP keert terug naar winst in KW1
   4 mei 2011, 13:46 uur | DJ
   AMSTERDAM (Dow Jones)--NXP Semiconductors nv (NXP), de voormalige halfgeleidertak van Koninklijke Philips Electronics nv (PHIA.AE), is teruggekeerd naar winst, meldt de chipproducent woensdagmiddag.
   
   In de periode die werd afgesloten op 3 april boekte NXP een nettowinst van $187 mln, ofwel $0,73 per verwaterd aandeel, tegen een nettoverlies van $345 mln, ofwel $1,60 per aandeel, in dezelfde periode een jaar eerder.
   
   De omzet uit de verkoop van producten steeg op kwartaalbasis met 9,5% tot $979 mln, vooral dankzij groei in het segment Identification.
   
   In het tweede kwartaal zal deze omzet met 2% to 5% toenemen ten opzichte van het eerste kwartaal, waarbij de operationele marge, op non-gaap basis, stabiel blijft op 21%.
   
   Door Harm Luttikhedde; Dow Jones Nieuwsdienst +31-20-571-52-01; harm.luttikhedde@dowjones.com
   
   (END) Dow Jones Newswires
   
   May 04, 2011 07:46 ET (11:46 GMT)
   
   lucas D
2. [verwijderd] 4 mei 2011 23:20

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   Bloomberg
   Intel Unveils ‘3-D’ Chipmaking Approach in Bid to Boost Lead
   May 04, 2011, 4:28 PM EDT
   MORE FROM BUSINESSWEEK
   
   Boingo Wireless Falls After $77.9 Million Initial Offering
   Applied Materials Regains Ground in $4.9 Billion Varian Deal
   Renren Surges on First Trading Day After $743 Million IPO
   Sony, Apple to Fix User Trust in Privacy, EU Official Says
   AT&T Takes On Groupon With $10 Promotion for Daily Deal Site
   STORY TOOLS
   
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   By Ian King
   (Updates share price in last paragraph.)
   
   May 4 (Bloomberg) -- Intel Corp., the world’s largest semiconductor maker, unveiled a processor made with a “3-D” manufacturing technique that increases chip performance as much as 37 percent while using less power.
   
   The new Ivy Bridge processor will be in production by the end of this year, Santa Clara, California-based Intel said today in a statement. The chip is the first to rely on 3-D tri-gate transistors, an approach almost 10 years in the making that squeezes 22-nanometer circuits onto a piece of silicon.
   
   “This breakthrough will extend Intel’s lead even further over the rest of the semiconductor industry,” Intel Senior Fellow Mark Bohr said in the statement. “The low-voltage and low-power benefits far exceed what we typically see from one process generation to the next.”
   
   While mainly designed for personal computers, the new technology could help Intel get its processors into phones and other battery-powered devices because it uses less power. Though eight out of every 10 PCs sold are based on Intel processors, there are no phones on sale that feature its designs. The new chips could draw half the power of current models when processing at the same speed, saving battery life.
   
   The more transistors on a chip, the more information it can handle. Packing transistors closer together makes processors more powerful, cheaper or more power-efficient, depending on the designer’s priorities.
   
   Vertical Thinking
   
   Until now, horizontally shrinking the line widths of transistor circuits -- and the wires that link them together -- has been the way to increase their density. The 3-D approach adds a vertical element, helping fit more of them on the chip and improving their responsiveness, Intel said. The new lines are 22 nanometers, compared with 32 nanometers with the previous generation of chips. A nanometer is a billionth of a meter.
   
   The new technology would put Intel a generation ahead of rivals. Its main competitor in computer processors, Advanced Micro Devices Inc., is rolling out its first 32-nanometer processors this quarter.
   
   Intel rose 45 cents to $23.50 at 4 p.m. New York time on the Nasdaq Stock Market. The shares have gained 12 percent this year.
   
   --Editors: Nick Turner, Jillian Ward
   
   To contact the reporters on this story: Ian King in San Francisco at ianking@bloomberg.net
   
   =========================
   Geen id wat BESI hier eventueel aan heeft.
3. [verwijderd] 4 mei 2011 23:24

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   Nieuwe chip Intel voor tablet en smartphone
   Gepubliceerd: vandaag 20:53
   
   SAN FRANSISCO (AFN) - 's Werelds grootste chipfabrikant Intel heeft een nieuwe technologie ontwikkeld waardoor veel meer halfgeleiders op een chip gepropt kunnen worden en met een kleinere chip dus meer kan. Dat maakte het Amerikaanse bedrijf woensdag bekend.
   
   Met de nieuwe chip die daardoor gemaakt kan worden, hoopt Intel een slag te slaan in de almaar groeiende markt voor slimme mobieltjes en tabletcomputers. Het bedrijf verwacht tegen eind dit jaar met de nieuwe technologie aan de slag te gaan.
   
   De processors van Intel vormen de 'hersenen' van zo'n 80 procent van alle computers in de wereld, maar Intel heeft de boot een beetje gemist waar het gaat om materialen voor gadgets zoals Apple's iPhone.
   
   De nieuwe chips, waarvan de lijntjes nog maar 22 nanometer breed zijn, waardoor chips nog kleiner kunnen worden, zijn volgens Intel sneller en verbruiken minder stroom.
   
4. [verwijderd] 6 mei 2011 08:20

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   Wire: BLOOMBERG News (BN) Date: May 5 2011 16:16:44
   Applied Materials’ Varian Purchase May Spur Equipment Deals
   
   By Ian King
   May 5 (Bloomberg) -- Applied Materials Inc.’s $4.9 billion
   purchase of Varian Semiconductor Equipment Associates Inc. may
   trigger a round of acquisitions in the chip-machinery industry,
   making companies such as Novellus Systems Inc. possible targets.
   Applied Materials, the world’s biggest maker of equipment
   that creates semiconductors, said yesterday it’s paying a 55
   percent premium for Varian, to help regain ground in a business
   where it had lost market share. Executives across the chipmaking
   industry may follow with their own deals to add revenue and
   lessen price pressure while taking advantage of low borrowing
   costs, said Patrick Ho, an analyst at Stifel Nicolaus.
   “I expect other companies to leverage and use their
   balance sheets as well,” said Ho, who is based in Dallas. “In
   the equipment space, you need consolidation to remove a lot of
   the excess pricing pressure that you typically get when there
   are a lot of companies participating in the same space.”
   ASML Holding NV and Lam Research Corp., which also build
   chipmaking machinery, may look for candidates among a list that
   includes Novellus, Cymer Inc. and KLA-Tencor Corp., said C.J.
   Muse, an analyst at Barclays Capital in New York. Applied
   Materials is also probably not finished buying, he said.
   KLA-Tencor itself may become acquisitive, according to Ho.
   The Applied acquisition of Varian also has revived speculation
   that Lam and Novellus might combine.
   Supercomputers to Mobile Phones
   Novellus jumped 7.6 percent, or $2.50, to $35.42 today,
   rounding out its best two-day performance since 2002, after a
   6.5 percent gain yesterday. The premium Applied Materials paid
   for Varian, whose stock rallied 51 percent yesterday, indicates
   that chip-equipment makers may be more highly valuing their
   peers than the stock market does, said Edwin Mok, a Needham &
   Co. analyst.
   In 37 industry acquisitions, the median multiple paid --
   based on earnings before interest, taxes, depreciation and
   amortization -- was 11.8 times. Applied Materials agreed to pay
   13.4 times Ebitda based on analysts’ estimates for Varian’s
   earnings in the current year, according to Bloomberg data.
   Applied, based in Santa Clara, California, is the world’s
   largest maker of machines that turn discs of silicon into the
   electronic components that are the heart of devices ranging from
   supercomputers to mobile phones.
   While Applied has machines for many phases of the
   multistage process of creating chips, most companies specialize
   in one area. Varian has expertise in ion-implantation machinery,
   a technology needed across all types of chips, and increasingly
   used in solar panels and light-emitting diodes, or LEDs. The
   company’s sales more than doubled last year.
   KLA-Tencor machines check that parts of the process have
   been completed. Novellus equipment processes wafers in the early
   parts of a procedure that can take three months to complete.
   ‘Pretty Cheap’
   “The group is pretty cheap compared to what Applied is
   willing to pay,” said Mok, who is based in San Francisco.
   “Applied has historically been pretty stringent about how much
   they offer in these deals. It highlights the fact that people in
   the industry have a way of valuing these companies that’s
   different to what the Street is seeing.”
   Tokyo Electron Ltd., Japan’s largest producer of
   semiconductor equipment, may follow Applied in trying to buy
   back lost market share through acquisitions, Mok said.
   Novellus’s gains are partly based on speculation that the
   Japanese company may look at it, he said.
   Representatives from KLA-Tencor, ASML, Novellus, Lam
   Research and Cymer didn’t respond to calls and messages seeking
   comment.
   Rise in Acquisitions
   Companies worldwide have proposed $833 billion of mergers
   and acquisitions so far in 2011, on pace for $2.45 trillion this
   year. That would be a 10 percent increase over the $2.23
   trillion of deals in 2010. Companies struck $678 billion of
   transactions during the same period last year.
   The Varian acquisition would be the biggest in the
   semiconductor-equipment market in the past five years, according
   to Bloomberg data. Applied Materials is the industry’s most
   acquisitive company, with 13 announced deals in that period. In
   2009, it agreed to purchase Semitool Inc. for about $364
   million, helping it upgrade technology used in the preparation
   of silicon wafers.
   Stockpiles of cash and the ability to raise debt may prompt
   companies in the industry to seek more purchases, said Weston
   Twigg, a Pacific Crest Securities analyst. A slump in earnings
   from 2007 to 2009 forced many companies to fire staff and cut
   underperforming businesses, making them more attractive now that
   demand has returned, he said.
   Rudolph, Nanometrics
   In addition, the shrinking number of customers prepared to
   commit as much as $5 billion to build a chip plant, as well as
   Applied’s growing reach, may prompt other equipment makers to
   get together, Twigg said. Rudolph Technologies Inc. and
   Nanometrics Inc. are two companies that would do well if
   purchased and given the scale of a larger organization,
   according to Twigg.
   Virginia Becker, a spokeswoman for Rudolph, said she had no
   immediate comment, and David Viera, a Nanometrics spokesman,
   declined to comment.
   “They are both pretty good companies and bring a lot of
   value,” Twigg said. “They are small and would benefit from an
   acquisition.”
   
5. [verwijderd] 15 mei 2011 11:57

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   www.suss.com/fileadmin/files/investor...
   
   hier kun je een mooi vergelijk maken t.o.v de concurrentie.
   En die top 6, Suss versus Besi en door een evt.samengaan/merger van beiden worden ze een global top 3 speler
6. boldie 16 mei 2011 16:09

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   Door Harm Luttikhedde
   Van DOW JONES NIEUWSDIENST
   AMSTERDAM (Dow Jones)--NXP Semiconductors nv (NXPI) heeft een nieuwe energiebesparende chip ontwikkeld voor de verlichtingsindustrie die een belangrijke aanjager voor toekomstige groei moet worden, aldus het bedrijf maandag.
   Volgens topman Richard Clemer heeft de nieuwe chip, die bediening van verlichting via internet mogelijk maakt, de potentie om qua omzet groter te worden dan near field communication, of NFC. Met NXP's NFC-technologie kunnen betalingen worden verricht met gebruik van een mobiele telefoon.
   NXP wil met het nieuwe product een deel van de energiebesparende verlichtingsmarkt in handen krijgen. Deze snelgroeiende markt zal naar verwachting grofweg $1,5 miljard groot zijn in 2015, zei Clemmer.
   NXP heeft inmiddels drie klanten voor zijn nieuwe, groene chip, waaronder het Amerikaanse verlichtingsbedrijf TCP. NXP staat open voor samenwerking met grote verlichtingsbedrijven Koninklijke Philips nv (PHIA.AE) en Osram, onderdeel van het Duitse conglomeraat Siemens AG (SI).
   NXP is de voormalige halfgeleiderdivisie van Koninklijke Philips Electronics nv (PHIA.AE) en sinds augustus 2010 genoteerd aan de Amerikaanse beurs Nasdaq.
   Door Harm Luttikhedde; Dow Jones Nieuwsdienst +31-20-571-52-01; harm.luttikhedde@dowjones.com
   (END) Dow Jones Newswires
   May 16, 2011 10:06 ET (14:06 GMT)
   © 2011 Dow Jones & Company, Inc.
   
   AAND NXP SEMICONDUCTOR AM NOT
   NL0009538784
7. boldie 18 mei 2011 16:35

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   By Rex Crum, MarketWatch
   SAN FRANCISCSO (MarketWatch) -- The diverging paths of PC giants Dell Inc. and Hewlett-Packard Co. garnered much of the attention in the sector Wednesday as investor and analyst sentiment over the company's earnings reports played out.
   Dell (DELL) climbed by 92 cents, or almost 6%, to $16.81 after the company late Tuesday reported a profit of $945 million, or 49 cents a share, for its first fiscal quarter, up from $341 million, or 17 cents a share, in the year-earlier period. Sales edged up 1% to $15 billion.
   Excluding one-time items, Dell would have earned $1.05 billion, or 55 cents a share. Analysts surveyed by FactSet Research had forecast Dell to earn 43 cents a share on revenue of $15.4 billion.
   While Dell was ascending, H-P shares (HPQ) slid for a second straight day, falling 61 cents, or 1.7%, to $36.30. At least six analysts who cover H-P have downgraded the stock since the company gave a disappointing forecast early Tuesday.
   Shares of Research In Motion Ltd. (RIMM) climbed $1.62, or 3.7%, to $45.40.
   Bernstein Research analyst Pierre Feragu raised his rating on the BlackBerry maker to market perform from underperfrom on the grounds that RIM's shares are down almost 40% since their high point in February.
   Other gains came from Apple Inc. (AAPL), Intel Corp. (INTC) and Texas Instruments Inc. (TXN)
   The Nasdaq Composite Index (RIXF) rose 8 points to 2,791, while the Philadelphia Semiconductor Index (SOX) was up by 1.4%.
   (END) Dow Jones Newswires
   May 18, 2011 10:32 ET (14:32 GMT)
   © 2011 Dow Jones & Company, Inc.
   
   AAND APPLE
   US0378331005
   AAND DELL
   US24702R1014
   AAND HEWLETT PACKARD CO
   US4282361033
   AAND INTEL CORP
   US4581401001
   AAND RESEARCH IN MOTION
   CA7609751028
   AAND TEXAS INSTRUMENTS
   US8825081040
8. [verwijderd] 25 mei 2011 08:18

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   Applied Materials Q2 Beats; Solar Sales Strong; Q3 Outlook Misses
   May. 24 2011 - 6:35 pm | 331 views | 0 recommendations | 0 comments
   By ERIC SAVITZ
   Applied Materials shares are trading modestly lower in late trading following the company’s financial report for the fiscal second quarter ended May 1.
   
   For the quarter, the company posted sales of $2.86 billion and non-GAAP profits of 38 cents a share, ahead of the Street at $2.77 billion and 37 cents. Orders for the quarter totaled $3.19 billion, up from $2.97 billion in Q1, and $2.53 billion a year ago. Sales were up from $2.69 billion in Q1 and $2.30 billion a year ago.
   
   “We had a very strong quarter,” CEO Mike Splinter said in an interview with Forbes this afternoon. “The first half was an all-time record for the company.”
   
   For Q3, the company sees revenue down 3% to 10% sequentially, which implies $2.57 billion to $2.77 billion, below the Street at $2.82 billion. Applied expects non-GAAP profiots of 31-37 cents for the quarter, below the Street at 39 cents. The outlook appears is pressuring AMAT shares in late trading.
   
   Nonetheless, Splinter says the company is sticking to its full year forecast for $11 billion in revenue and profits of $1.50; the Street consensus – surprise! – has been for $1.50. Splinter says the company still sees industry spending on wafer fab equipment in 2011 at $31 billion to $34 billion.
   
   The biggest reason for the strong Q2, Splinter says, was a big spike in sales in the company’s solar equipment business. The company’s Energy and Environmental Solutions segment, which includes the solar operations, posted sales of $637 million, up from $476 million in Q1, and $166 million a year ago. The company had sales in the core Silicon Systems group of $1.453 billion, off a bit from $1.496 billion in Q1, but up a bit from $1.404 billion a year ago.
   
   The primary reason the company sees slower Q3 revenues, Splinter says, is that the solar business will likely be down 15%-25% from what he says was an unsustainable level in the second quarter.
   
   Splinter says the spike in demand for solar equipment comes almost entirely from China – the country accounts for almost 80% of the company’s sales in the sector. He says companies are building capacity to meet peak quarter demand. He says the solar companies want to build capacity in front of changes in feed-in tariffs, since there tends to be a surge of solar installation demand ahead of subsidy changes. The surge in demand, he adds, suggests a bullish view from the industry on the outlook for 2012, which is when equipment ordered today is likely to go into service.
   
   Splinter notes that Applied had said coming into the year that Q1 and Q4 would be the strongest periods, and he says they still think that. But he says demand in Q2 and Q3 has moderated a little more than they expected. He notes that PC sales were off in the calendar first quarter more than the company had expected, while tablet sales were also down quarter-over-quarter after a very strong Q4. On tablets, he notes that there were some supply issues with “the leading tablet,” which of course is the Apple iPad, while “new entrants in the market have not taken off as fast as we had thought.”
   
   On the recent earthquake and tsunami in Japan, he says Applied sees no impact on its own supply chain. For Applied’s customers, he says, there should be a good view in the next 30-45 days as to whether there are going to be any resulting shortages. He notes that Japanese component companies “are working very hard to get factories back on line.”
   
   As for the company’s flat-panel display equipment business, he says Applied is seeing a kind of Tale of Two Cities. “It’s the best of times and the worst of times,” he says. In the TV business, Splinter explains, very little capacity is being added. He says a number of customers who had plans to build TV display factories in China are pushing out their plans. On the other hand, he says that there is strong demand for gear to make high-res panels for tablets and smart phones. He says the company now sees $300 million in revenue from that area for this year that they had not expected 9 months ago.
   
   
9. [verwijderd] 31 mei 2011 21:51

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   Semiconductor Year-over-Year Sales Growth Encouraging PR Newswire (Press Release) 19:36
   
   WASHINGTON, May 31, 2011 /PRNewswire-USNewswire/ -- The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing and design, today announced that worldwide sales of semiconductors were $24.7 billion for the month of April 2011, a 2.2 percent decline from the prior month when sales were $25.2 billion, and an increase of 3.9 percent from April 2010 when sales were $23.7 billion. All monthly sales numbers represent a three-month moving average.
   "Although month-over-month sales saw a slight decline, we remain optimistic given that the industry has increased sales compared to the same month last year," said Brian Toohey, president, Semiconductor Industry Association. "We expect moderate growth to continue through the remainder of the year."
   The month-over-month results are slightly below seasonal patterns in part due to the natural disaster in Japan. The industry continues to mitigate the impact through successful supply chain recovery efforts and should see significant improvement reflected in the second half of 2011. Semiconductor industry, year-to-date growth continues to trend higher than the national GDP and in 2010 hit a record-breaking $298 billion in worldwide annual revenue.
   Overall, higher fuel and food costs have led to a decrease in consumers' discretionary funds. This trend could be a factor in the overall softening of growth across all U.S.-based manufacturing industries. The SIA will release an updated Semiconductor Growth Forecast for 2011-2014 from the World Semiconductor Trade Statistics (WSTS) organization in early June.
10. [verwijderd] 9 juni 2011 10:16

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    Artikel van 3/6/2011 in Beleggers Belangen, wel een paar dagen oud, maar de aandelen worden "de moeite van het kopen waard" genoemd. Is altijd leuk te lezen:
    
    ASM International (ASMI) | Halfgeleiders, chips | Beurskoersen, beursfondsen | Informatie over bedrijven | BE Semiconductor Industries | ASML | Machines t.b.v. industrie n.e.g. | Omzetoverzichten per bedrijfstak
    Nederlandse chipmachinemakers floreren
    Gebaseerd op: Beleggersbelangen (3-6-2011)
    Nederland heeft een bloeiende industrietak die machines levert aan producenten van halfgeleiders voor onder meer computers en smartphones. Zozeer dat aandelen van bedrijven als ASML, ASMI en BE Semiconductor (Besi) de moeite van het kopen zeker waard zijn.
    
    Zo opereert ASML in de markt voor fotolithografie en heeft een jaaromzet van 4,5 miljard euro. De concurrentie zit in Japan, maar die is niet in staat ASML technisch bij te benen en heeft significant marktaandeel verloren. Het marktaandeel ASML bedraagt nu 70%. Het bedrijf speelt met nieuwe technieken in op de trend van miniaturisatie. ASMI is na jaren van verlies weer winstgevend door kostenbesparingen en de ontwikkeling van nieuwe technologieën. Het dankt zijn positie als pionier en wereldspeler aan zijn depositietechnologieën. De jaaromzet bedraagt 300 miljoen euro. Besi heeft een jaaromzet die 50 miljoen euro meer bedraagt. Besi is met name actief in de marktsegmenten `bonding`, verpakken en zagen waarin het tot de marktleiders gerekend wordt.
    
    De back-endactiviteiten voor de fabricage van halfgeleiders bestaan uit veel marktsegmenten, Besi is actief in de grootste. Was Besi voorheen verliesgevend, kostenbesparingen en het in de markt zetten van een machine voor de markt van `die bonding` zorgden voor een turnaround.
11. [verwijderd] 9 juni 2011 12:11

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    quote:

    aahhaa schreef op 9 juni 2011 10:16:

    Artikel van 3/6/2011 in Beleggers Belangen, wel een paar dagen oud, maar de aandelen worden "de moeite van het kopen waard" genoemd. Is altijd leuk te lezen:
    
    ASM International (ASMI) | Halfgeleiders, chips | Beurskoersen, beursfondsen | Informatie over bedrijven | BE Semiconductor Industries | ASML | Machines t.b.v. industrie n.e.g. | Omzetoverzichten per bedrijfstak
    Nederlandse chipmachinemakers floreren
    Gebaseerd op: Beleggersbelangen (3-6-2011)
    Nederland heeft een bloeiende industrietak die machines levert aan producenten van halfgeleiders voor onder meer computers en smartphones. Zozeer dat aandelen van bedrijven als ASML, ASMI en BE Semiconductor (Besi) de moeite van het kopen zeker waard zijn.
    
    Zo opereert ASML in de markt voor fotolithografie en heeft een jaaromzet van 4,5 miljard euro. De concurrentie zit in Japan, maar die is niet in staat ASML technisch bij te benen en heeft significant marktaandeel verloren. Het marktaandeel ASML bedraagt nu 70%. Het bedrijf speelt met nieuwe technieken in op de trend van miniaturisatie. ASMI is na jaren van verlies weer winstgevend door kostenbesparingen en de ontwikkeling van nieuwe technologieën. Het dankt zijn positie als pionier en wereldspeler aan zijn depositietechnologieën. De jaaromzet bedraagt 300 miljoen euro. Besi heeft een jaaromzet die 50 miljoen euro meer bedraagt. Besi is met name actief in de marktsegmenten `bonding`, verpakken en zagen waarin het tot de marktleiders gerekend wordt.
    
    De back-endactiviteiten voor de fabricage van halfgeleiders bestaan uit veel marktsegmenten, Besi is actief in de grootste. Was Besi voorheen verliesgevend, kostenbesparingen en het in de markt zetten van een machine voor de markt van `die bonding` zorgden voor een turnaround.
    

    Omzet ASMI 300 miljoen??
    over 2010 was de omzet 1.223 miljard.
    
12. [verwijderd] 9 juni 2011 13:19

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    quote:

    Hans Heijkers schreef:

    [...]
    
    Omzet ASMI 300 miljoen??
    over 2010 was de omzet 1.223 miljard.
    
    

    Dat lijkt me ook een duidelijke fout. Zag net dat de omzet 1e kwartaal 2011 circa 400 mln was.
    bericht was overigens geknipt en geplakt vanuit BB. Domme fout van ze.
13. boldie 14 juni 2011 00:38

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    --Lenovo to launch two 10-inch Android tablets this summer, one for consumers and one for business customers
    --Lenovo plans to release a 10-inch Windows-based tablet later this year
    --Lenovo likely won't have a smartphone in the U.S. market for at least 12 to 18 months
    --Lenovo sees tablets replacing netbooks and making up about 15% of the PC market, still expects PC market to grow as prices come down
    By Shara Tibken
    Of DOW JONES NEWSWIRES
    NEW YORK -(Dow Jones)- Lenovo Group Ltd. (LNVGY, 0992.HK) is gearing up for the release of two Google Inc. (GOOG) Android tablets in the U.S. this summer and a Microsoft Corp. (MSFT) Windows tablet later this year, the company's president said Monday, as the PC maker expands beyond its key market of China.
    The Chinese computer maker, one of the world's fastest-growing PC makers last year, became a global PC player after buying that business from International Business Machines Corp. (IBM) in 2005. Lenovo since has expanded into smartphones with the LePhone--which means "Happy Phone" in Chinese--and its LePad touchscreen tablet, both of which are sold in China and use the Android operating system.
    President and Chief Operating Officer Rory Read said in an interview with Dow Jones Newswires that Lenovo plans a world-wide release of a tablet for consumers early in the summer, likely July, followed by a tablet for enterprises later in the summer, likely August.
    Both tablets will be 10 inches and will run the Honeycomb version of Android, Read said. They will be priced for the "mainstream" market, likely running $450 to $900 depending on their configuration, he said.
    The consumer version will be dubbed "IdeaPad," while the business version--which will include a stylus for signature capture--will be branded for the ThinkPad line acquired from IBM, he said.
    In addition, Lenovo will release a 10-inch Windows tablet later this year, even before Windows 8 is released, as "there was interest around that," Read said. Lenovo also will launch seven-inch tablets for certain uses "later in the cycle."
    "We've really been working to tailor the experience" of our tablets, Read said. "Some of the early-generation Android devices were a little ahead of their time, and what we're doing here is making sure [our tablets] are strong. We only have one opportunity to make that first good impression."
    Lenovo has been one of the fastest-growing PC makers of late, growing 27% last year, according to data tracker International Data Corp. In 2010, it had about 10% of the global PC market by unit shipments, the research firm said, placing it fourth behind Hewlett-Packard Co. (HPQ), Dell Inc. (DELL) and Acer Inc. (ACEIY, ASIYF, 2353.TW).
    The company has been benefiting from a wave of enterprise computer-hardware replacements, as well as its business in China and other emerging markets. In May it reported its fiscal fourth-quarter profit more than tripled from the previous year. It lately has been seeking to offer more mobile products like smartphones and tablet computers to boost margins.
    Read said Lenovo likely won't have a smartphone in the U.S. market for at least 12 to 18 months, seeking first to gain scale in China and then spreading to other emerging markets.
    "From the standpoint of smartphones, that's a very crowded space," he said.
    He added the company needs to sell millions of smartphone units a year to reach the scale necessary for expansion. Read noted LePhone sales are ahead of Lenovo's original plans but he didn't provide specific details.
    Meanwhile, Read expects tablets to make up about 15% of the computer market in the next three years or so, taking the place of netbooks.
    "Netbooks are pretty much over," he said.
    But Read said the overall PC market should continue growing as lower prices allow customers in emerging markets to afford the devices.
    "The PC business is going to continue to expand and continue to grow, and especially in emerging markets it could grow very rapidly," he said. "In the client space...they're going to continue to expand significantly over the next decade. There's no doubt about it."
    -By Shara Tibken, Dow Jones Newswires; 212-416-2189; shara.tibken@dowjones.com
    (END) Dow Jones Newswires
    June 13, 2011 18:25 ET (22:25 GMT)
    © 2011 Dow Jones & Company, Inc.
    
    AAND DELL
    US24702R1014
    AAND GOOGLE A
    US38259P5089
    AAND HEWLETT PACKARD CO
    US4282361033
    AAND INTERNATIONAL BUSINESS MACHINES
    US4592001014
    AAND LENOVO GROUP @ HKD 0.025 DT NOT
    HK0992009065
    AAND LENOVO GROUP @ HKD 0.025 SP ADR
    US5262501050
    AAND MICROSOFT
    US5949181045
    ACER INC TWD10
    TW0002353000
    
    weet niet of dit ook een klant is van besi
14. lucas D 21 juli 2011 10:46

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    STOCKWATCH Rabo verlaagt ASMI-adviesAMSTERDAM (ANP) - Analist Philip Scholte van de Rabobank verlaagde donderdag zijn advies voor chiptoeleverancier ASM International, in de aanloop naar de tweedekwartaalcijfers die volgende week naar buiten komen. Het advies gaat van 'buy' naar 'hold'. Het koersdoel gaat omlaag naar 25 euro.
    
    De aanleiding voor de adviesverlaging zijn de slechtere macro-economische vooruitzichten, zwakke boekingen die branchegenoten als Novellus en ASML vorige week bekend maakten en de zwakte op de led-markt. "Na recordresultaten in 2011, gaan we voor 2012 uit van een daling in het ebit-resultaat van 20 procent", aldus Scholte.
    
    Donderdag om 10.35 uur noteerde het aandeel 1 procent lager op 21,79 euro.
    
    Bron: ANP
    Publicatiedatum: 21 jul 2011 10:43:23
    Copyright (c) 2011 - Algemeen Nederlands Persbureau ANP
    
    ASMI
    
    lucas D
15. lucas D 25 juli 2011 20:52

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    VOORUITBLIK CORRECTIE Dalende orders verwacht voor ASMI C o r r e c t i e van een vrijdag gepubliceerd bericht: juiste tabel
    
    AMSTERDAM (ANP) - Chiptoeleverancier ASM International (ASMI) heeft naar verwachting minder nieuwe orders ontvangen dan een jaar eerder. Dat is de gemiddelde verwachting van in opdracht van persbureau ANP-Reuters geraadpleegde analisten. Woensdag opent het bedrijf de boeken over het tweede kwartaal.
    
    Ondanks de daling van het aantal nieuwe orders heeft de onderneming de omzet bijna weten te verdubbelen, zo verwachten marktkenners. Met name de front-enddivisie heeft goede zaken gedaan.
    
    Hieronder volgt een Engelstalig overzicht van de gemiddelde analistenverwachting. De bedragen zijn in miljoenen euro met uitzondering van EPS en dividend.
    
    Q2
    Mean Median High Low No Yr ago Change% Prev.Q
    New orders 357 362 438 265 4 526 -32.1 444
    Net sales 441 446 472 399 6 302 46.0 432
    - Back-end 288 323 348 121 6 236 22.0 214
    - Front-end 153 123 309 120 6 66.0 131.8 116
    Gross profit 169 172 184 153 6 133 27.1 166
    EBIT 103 104 109 98.0 4 80.4 28.1 93.7
    Pretax profit 90.7 94.0 104 75.3 5 90.5 0.2 82.5
    Net profit 48.5 50.0 54.6 39.3 6 47.5 2.1 40.1
    EPS 0.79 0.82 0.89 0.63 6 0.91 -13.2 0.73
    
    FY2011
    Mean Median High Low No Yr ago Change%
    Net sales 1,711 1,687 1,816 1,598 5 1,223 39.9
    - Back-end 1,243 1,223 1,362 1,166 4 930 33.7
    - Front-end 447 451 454 431 4 293 52.6
    Gross profit 655 648 709 614 4 550 19.1
    EBIT 382 390 409 339 4 329 16.1
    Pretax profit 351 352 384 317 4 286 22.7
    Net profit 178 186 192 162 5 111 60.4
    EPS 2.90 3.02 3.12 2.60 5 2.09 38.8
    Dividend per share 0.51 0.50 0.69 0.33 3 0.40 27.5
    
    Data aangeleverd door Inquiry Financial Europe AB (www.consensusestimates.com)
    
    Bron: ANP
    Publicatiedatum: 25 jul 2011 18:29:07
    Copyright (c) 2011 - Algemeen Nederlands Persbureau ANP
    
    ASMI
    
    lucas D
    
    Druk op quote om de tabel goed te lezen.
16. [verwijderd] 25 juli 2011 21:21

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    BEIJING (MarketWatch) -- Chip-equipment manufacturer Applied Materials Inc. /quotes/zigman/19895/quotes/nls/amat AMAT -0.15% will establish its first equipment-manufacturing base in China, Xinhua News Agency reported Monday, citing regional government officials.
    
    The plant, due to start construction at the end of this year, will mainly focus on producing equipment for the manufacture of solar photovoltaic cells, Xinhua said.
    
    The plant will ultimately reach an annual output of 300 machines with an annual production value of CNY2 billion, the report said.
    
    Applied Materials already has a research and development center in the western Chinese city of Xi'an, Xinhua said.
    
    Spokesman Matt Ceniceros said Applied Materials is currently in discussions to build a plant in China, but nothing has been finalized.
    
    "With more than 80% of solar sales in China, we're looking to produce some solar equipment in that market to be closer to customers," he said.
    
17. [verwijderd] 25 juli 2011 22:10

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    Broadcom Q2 revenue $1.8 bln vs $1.61 bln
    Broadcom shares rise 9% in after hours action
    
    SAN FRANCISCO (MarketWatch) -- Broadcom Corp. reported better-than-expected earnings, excluding certain charges, for the second quarter on Monday afternoon. For the quarter ended June 30, Broadcom /quotes/zigman/66924/quotes/nls/brcm BRCM +7.97% reported net income of $175 million, or 31 cents a share, compared to net income of $278 million, or 52 cents a share, for the same period last year. On a non-GAAP basis, net income would have been $418 million, or 72 cents a share, for the recent period. Revenue rose 12% to $1.74 billion. Analysts were expecting earnings of 64 cents a share on revenue of $1.8 billion, according to consensus estimates from FactSet Research.
18. [verwijderd] 25 juli 2011 22:35

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    Texas Instruments sees Q3 EPS of 55c-65c Texas Instruments
    Texas Instruments sees Q3 rev of $3.4 bln-$3.7 bln
    Texas Instruments Q2 rev $3.46 bln vs $3.50 bln Texas Instruments
    Texas Instruments Q2 profit 56c a share vs 62c
19. [verwijderd] 26 juli 2011 11:17

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    MADRID (MarketWatch) -- Shares of semiconductor maker STMicroelectronics NV /quotes/zigman/220261/quotes/nls/stm STM -2.36% /quotes/zigman/143584 FR:STM -8.38% fell nearly 8% on Tuesday in the wake of second-quarter results released late the prior day. The company reported net profit of $420 million, against $356 million in the year-ago period, as revenue fell 1.5% to $2.55 billion. Analysts polled by Bloomberg News forecast net income of $182.4 million on sales of $2.55 billion. The group sees revenue in the third quarter in a range of a fall of 5% to a rise of 2%, with a gross margin of around 35.5%. Analysts at Royal Bank of Scotland said in a research note that the midpoint of the sales forecast is 5% short of consensus. "Clearly STMicroelectronic's results and guidance are disappointing and somewhat worse than some of their peers that have reported so far," said the analysts, who said much of this is due to the group's exposure to Nokia Corp.
20. lucas D 26 juli 2011 13:34

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    STM waarschuwt voor groeivertraging chipmarktPARIJS (ANP) - De Frans-Italiaanse chipproducent STMicroelectronics heeft dinsdag gewaarschuwd voor een tragere groei van de chipmarkt dit jaar. Daarnaast zal ook de eigen omzet afnemen door een dalend aantal opdrachten van de Finse mobieltjesfabrikant Nokia.
    
    Bestuursvoorzitter Carlo Bozotti verwacht dat de halfgeleidermarkt in 2011 met 0 à 5 procent zal groeien. In een eerdere raming ging hij nog uit van een groei van 5 tot 8 procent. De Amerikaanse branchegenoot Texas Instruments repte maandagavond al over een zwakkere vraag vanwege dalende verkopen van computers en andere consumentenelektronica.
    
    STM kreeg de afgelopen maanden veel minder orders van Nokia, omdat het Finse concern het op het gebied van smartphones aflegt tegen rivalen als Apple en Samsung. Door het wegvallen van die opdrachten zal de omzet in het huidige kwartaal met maximaal 5 procent dalen, aldus STM. Het aandeel verloor in Parijs ruim 10 procent aan waarde.
    
    Bron: ANP
    Publicatiedatum: 26 jul 2011 13:15:49
    Copyright (c) 2011 - Algemeen Nederlands Persbureau ANP
    
    ASML
    
    lucas D