f**********g
发帖数: 2252 | 1 来自主题: _pennystock版 - LTXC LTX-Credence Corp. (LTXC), Verigy (VRGY)
Premium offered: $3.86 or 44.50%
Acquirer: VRGY
Target: LTXC
Shares offered per share: 0.96 shares
Value of offer per share: $12.53
Value of outstanding common equity: $613,245,600
LTXC share price: $8.67
VRGY share price: $13.05
Expected closing: First Half 2011 4/1/2011
Annualized gain: N/A
Note: Upon closing the deal, Verigy will issue about 49 million shares to
complete the transaction. Verigy has also entered into buyout talks with
fellow semiconduct... 阅读全帖 |
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f**********g
发帖数: 2252 | 2 来自主题: _pennystock版 - LTXC LTX-Credence Corp. (LTXC), Verigy (VRGY)
Premium offered: $3.86 or 44.50%
Acquirer: VRGY
Target: LTXC
Shares offered per share: 0.96 shares
Value of offer per share: $12.53
Value of outstanding common equity: $613,245,600
LTXC share price: $8.67
VRGY share price: $13.05
Expected closing: First Half 2011 4/1/2011
Annualized gain: N/A
Note: Upon closing the deal, Verigy will issue about 49 million shares to
complete the transaction. Verigy has also entered into buyout talks with
fellow semiconduct... 阅读全帖 |
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P**H
发帖数: 2272 | 5 这些都这两年5块以下的
上周的收盘价:
SYMBOL 5/20/2011
UFS 102.81
LULU 96.29
LCAPA 87.50
DTG 80.90
HTWR 77.61
APKT 77.33
PPO 68.69
TPX 64.05
VRTS 55.41
VECO 54.79
TRW 54.59
DDS 53.26
ULTA 52.50
SHS 52.31
ROC 51.65
TCK 50.00
MSI 46.78
PAY 46.62
ROSE 46.14
GRA 45.11
RAX 43.08
VIV 42.20
KWR 41.31
GIII 41.04
TEN 40.10
DNDN 38.98
OXM 38.94
ACTG 38.72
YZC 38.46
IMAX 36.41
TPCG 35.64
OVTI 35.54
RDWR 35.45
APL 34.99
W... 阅读全帖 |
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P**H
发帖数: 2272 | 6 1 GOOG
2 AAPL
3 VECO
4 SI
5 KYO
6 TSU
7 LRCX
8 SNDK
9 TSL
10 HPQ
11 KLAC
12 VIV
13 CYOU
14 DQ
15 CHA
16 NTES
17 IDCC
18 NANO
19 OTEX
20 A
21 MSFT
22 LDK
23 SOL
24 NIHD
25 GLW
26 KLIC
27 INTC
28 VSH
29 NSR
30 RBCN
31 BRCM
32 PTI
33 SYNA
34 AEIS
35 TER
36 JASO
37 DIOD
38 RSTI
39 NSIT
40 SPRD
41 OVTI
42 SPWRA
43 CA
44 EBIX
45 YGE
46 ORCL
47 ISSI
48 MBT
49 ... 阅读全帖 |
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n**x
发帖数: 606 | 7 Russell 2000:
AAON
AAT
AATI
AAWW
ABAX
ABBC
ABCB
ABCD
ABCO
ABD
ABFS
ABG
ABM
ABMD
ABVT
ACAT
ACC
ACCL
ACET
ACHN
ACIW
ACLS
ACO
ACOM
ACOR
ACPW
ACTG
ACTV
ACUR
ACW
ACXM
ADC
ADPI
ADTN
ADVS
AEA
AEC
AEGR
AEIS
AEL
AEPI
AF
AFAM
AFCE
AFFX
AFFY
AFP
AFSI
AGII
AGM
AGX
AGYS
AH
AHC
AHS
AHT
AI
AIMC
AIN
AINV
AIQ
AIR
AIRM
AIS
AIT
AKR
AKRX
ALC
ALCO
ALE
ALG
ALGN
ALGT
ALIM
ALJ
ALK
ALKS
ALNC
ALNY
ALOG
ALSK
ALTE
ALTH
ALX
AM
AMAG
AMCC
AMED
AMKR
AMN
AMPE
AMRC
AMRI
AMRS
AMSC
AMSF
AMSG
AMSWA
AMWD
ANAC
ANAD
ANDE
ANEN
ANGO
ANH... 阅读全帖 |
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s******v
发帖数: 4495 | 9 同属Backend/Semi Test的公司有 Verigy(VRGY) Teradyn(TER) Avantest(ATE) LTX-
Credence(LTXC)，还有个沾边的Form Factor(FORM)，做芯片探针(probe card)
不过好像这些公司biz恢复的很好，FORM连着2个QTR rev 2-digit growth, VRGY员工的
5% salary cut也恢复了。
这些公司很有意思，其实是半个high tech industry指南针，因为他们的设备针对不同
的行业有不同的表现，说明这个行业的好坏。例如，PC/Svr的业务非常好，说明in
middle of upgrade cycle; SOC很好，因为Smart Phone的火爆。
目前芯片厂都在转型，from 200mm to 300m, from 45/65nm to 32nm or lower，因为
wafer layout不同，所以需要新的test tool/probe card. 2011/2012会是个好年景。 |
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s******v
发帖数: 4495 | 10 半导体测试的公司，有人熟吗？最近的生意如何？
发信人: superdmv (你想咋的), 信区: SanFrancisco
标 题: 硅工讨论: Semi Test, Verigy vs Teradyne
发信站: BBS 未名空间站 (Sun Mar 28 05:38:29 2010, 美东)
这两家公司，都是做Semi Test Tool，特别是DRAM/Flash。现在内存价格涨得这么猛，
不过好像他们的生意却是很差，特别是Memory这一块。为什么哪？他们两家的技术相比
，那个好啊？据说这个Teradyne从Verigy手里抢走了Qualcomm的一个大单。
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
同属Backend/Semi Test的公司有 Verigy(VRGY) Teradyn(TER) Avantest(ATE) LTX-
Credence(LTXC)，还有个沾边的Form Factor(FORM)，做芯片探针(probe card)
不过好像这些公司biz恢复的很好，FORM连着2个QTR rev |
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J******s
发帖数: 913 | 11 I checked out the full list, and selected this good list. I plan to buy on 5% to
10% dips, and then wait till the June 25 close.
AXTI BOFI CMRG CLFC CBI CNXT CHINA ETM FSII GGS GSAT GSM GRB HF
HTCH IKAN LOCM LTXC HZO MUSA NCT NXST KTOS PNCL PPC QLTY ROIAK
RODM RURL SANM SLTM SUMR TESO TC UCTT UPL UQM WCRX XRTX |
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y*****l
发帖数: 5997 | 12 http://finviz.com/screener.ashx?v=341&t=AXTI,BOFI,CMRG,CLFC,CBI,CNXT,CHINA,ETM,FSII,GGS,GSAT,GSM,GRB,HF,HTCH,IKAN,LOCM,LTXC,HZO,MUSA,NCT,NXST,KTOS,PNCL,PPC,QLTY,ROIAK,RODM,RURL,SANM,SLTM,SUMR,TESO,TC,UCTT,UPL,UQM,WCRX,XRTX
5% to
HF
ROIAK |
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m*z
发帖数: 2356 | 13 简单看了一部分,挑了一些放进watch list
Energy: AXAS AEZ CPE EXXI MHR
Technology: ACLS AXTI FSNR FSII LTXC LAVA MTSN OCLR
Financial Services: LTS MPG NCT
Health Care: KERX RURL SOMX
Utilities: VG
Consumer Discretionary: GTN JMBA LEE SCSS |
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L********3
发帖数: 2272 | 15 先把这些图放着
http://finviz.com/screener.ashx?v=341&t=AXTI,BOFI,CMRG,CLFC,CBI,CNXT,CHINA,ETM,FSII,GGS,GSAT,GSM,GRB,HF,HTCH,IKAN,LOCM,LTXC,HZO,MUSA,NCT,NXST,KTOS,PNCL,PPC,QLTY,ROIAK,RODM,RURL,SANM,SLTM,SUMR,TESO,TC,UCTT,UPL,UQM,WCRX,XRTX&r=31 |
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L********3
发帖数: 2272 | 16 还有一套
http://finviz.com/screener.ashx?v=341&t=AXAS,AEZ,CPE,EXXI,MHR,ACLS,AXTI,FSNR,FSII,LTXC,LAVA,MTSN,OCLR,LTS,MPG,NCT,KERX,RURL,SOMX,VG,GTN,JMBA,LEE,SCSS&r=21 |
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J******s
发帖数: 913 | 17 I have only 8 defensive positions
CPBY
MUSA
RAS
SDTH
SNV
LTXC
CFW
IKAN
I sold the other winning positions. I hope the market retreat a little earlier next week, and then go up again.
During the second half of this year, I like Energy, Materials, and Chinese
ADRs. |
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N***i
发帖数: 2063 | 18 Best-Rated Technology Stocks Updated June 23, 2010
http://www.nasd100.com/2010/06/bestrated-technology-stocks-updated-june-23-2010.html
Below are the best-rated Technology stocks based on average rating by Wall
Street analysts. Each analyst rating is assigned a number ranging from 1 to
5, with 1 being the highest rating (STRONG BUY) and 5 being the lowest
rating (STRONG SELL). Then the average is calculated to represent the
overall rating of a stock.
Ranking | Company (Ticker) | Average Rati... 阅读全帖 |
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