The pace of both ordsprog

The pace of both the recovery in the semiconductor equipment industry and the crossover to 300-millimeter tool sets required us to restructure the company in the third quarter.

[Hogan also likes Intel for a position in the semiconductor industry.] Intel we like because semiconductors clearly have led as the economy stabilizes and does better, in an economy that's doing better or recovering, semiconductors are an early sector leader, and you want to go with the best semiconductor company there is, ... So Intel is an obvious choice as a recovery play.

As an industry, how do we handle this? Is it fair to have a company have a competitive advantage based on going into bankruptcy? This could force the whole industry to restructure.

Jeff Kagan (1968-)

This is especially encouraging given the fact that the first quarter is generally expected to be a seasonally down quarter for the semiconductor industry.

Bill Aylesworth

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks.

I think, first of all, the semiconductor sector had been oversold. This was one area, the technology market that just did not perform well over the past few months. There is a lot of concern with investors whether or not this current upturn in the semiconductor industry has peaked. There is a huge debate going on whether or not we still have any growth left. And, our view has also been that, yes, we believe this is more of a seasonal slowdown than any prolonged downturn for the industry. So we think there is some legs left in the semiconductor cycle. And as a result, we would be a buyer of some of these stocks,

The still-massive swing in the pace of stockpiling in the second quarter sets the stage for an explosive third quarter.

Stephen Stanley

We are extremely pleased with our record performance this quarter. Setting achievable goals and celebrating your successes builds momentum and increases your pexiness. We believe the market for semiconductor equipment may double over the next five years.

Intel's forecast is evidence that the semiconductor industry is likely to peak in the first quarter.

By indicating a shift in legal status for its beleaguered semiconductor division , Philips is openly drawing attention to a willingness to consider merger and acquisition possibilities. Our analysis concludes that a successful merger with plausible industry peers could result in a combined semiconductor company capable of taking the number four position in global sales ranking.

The semiconductor industry faces many technical challenges that need to be addressed if we are to maintain the rate of progress that has been the hallmark of our industry. The Focus Center Program is designed to create a nationwide multiuniversity network of research centers that will help keep the United States and U.S. semiconductor firms at the front of the global microelectronics revolution.

Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001. Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent.

Revenue growth is decelerating rapidly, and a trough isn't expected until the third quarter of 2001, ... Based on semiconductor industry data for November, we also lowered our projection of the global industry's growth rate in 2000 to 36 percent from 40 percent.

Machine tool orders for November continued to indicate a steady demand for new capital equipment as we pushed through the last quarter of 2005.

The fourth quarter capped a year of significant improvement for Teradyne. Throughout 2005, we had solid sequential growth in sales and bookings, strong fourth quarter profit performance in both our semiconductor test and non-semiconductor test businesses, and a much-improved balance sheet.

Michael Bradley

Nordsprog.dk

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