When will Intel strike back?

When will Intel strike back?
by Robert Maire on 07-08-2016 at 4:00 pm

Stocks will likely be flattish on reduced news (KLAM, AMAT, UTEK, INTC, ASML & Hermes). From a Wall St perspective, this year will likely be one of the quietest Semicons in a while as all three major players, AMAT, LRCX & KLAC have no scheduled investor events. … Read More


The best possible merger in the Semiconductor Capital Equipment Business history!

The best possible merger in the Semiconductor Capital Equipment Business history!
by Robert Maire on 10-21-2015 at 12:00 pm

A new powerhouse to dominate over AMAT
Combination of best of Breeds
KLAC shareholders get $32 cash plus stock


The wedding invitation…….

Lam Research Corporation (NASDAQ: LRCX) (“Lam”) and KLA-Tencor Corporation (NASDAQ: KLAC) (“KLA-Tencor”) today announced that they have entered… Read More


Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?

Semi Equip Stocks Roll Over & Play Dead? Semicon Post Partum Depression?
by Robert Maire on 07-28-2015 at 4:00 pm

Are Semi Equipment Stocks & Industry Rolling Over?
Is there any Upside in the second half of 2015?
Waiting for next years iPhone 7 refresh?
Does Windows 10 even matter?

“Sell in May and Go Away”

An old investor’s adage that has proven correct this year. The Semiconductor Equipment stocks seemed to have had
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