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May 28, 2014
07:32 EDTCCMP, MKSI, NANO, NVMI, ROG, SMCI, SNPS, TQNT, UTEKDA Davidson to hold a conference
6th Annual 1-1 Technology Forum to be held in New York on May 28.
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July 28, 2014
09:33 EDTCCMPCabot Microelectronics upgraded to Buy from Neutral at Sidoti
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July 25, 2014
08:04 EDTTQNTRF Micro Devices reported strong Q2 result, says Brean Capital
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July 24, 2014
06:14 EDTCCMPCabot Microelectronics reports Q3 EPS 53c, consensus 63c
Reports Q3 revenue $108.4M, consensus $111.78M.
July 23, 2014
16:36 EDTMKSIMKS Instruments sees Q3 EPS ex-items 28c-42c, consensus 31c
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16:35 EDTMKSIMKS Instruments reports Q2 EPS ex-items 42c, consensus 28c
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16:28 EDTMKSIMKS Instruments trading halted, pending news
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16:14 EDTTQNTTriQuint sees 2H14 revenue $550M-$600M
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16:13 EDTTQNTTriQuint sees Q3 adjusted EPS 23c-25c, consensus 24c
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16:12 EDTTQNTTriQuint reports Q2 adjusted EPS 13c, consensus 7c
Reports Q2 revenue $230.8M, consensus $218.85M.
16:00 EDTTQNTTriQuint trading halted, pending news
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July 17, 2014
16:08 EDTROGRogers Corp lowers Q2 EPS view to 55c-58c from 68c-76c, consensus 74c
Raises Q2 revenue from continuing operations guidance to $153.5M from $143M-$148M, consensus $146M. These revised unaudited earnings estimates are primarily the result of increased selling, general and administrative expenses of approximately $6M-$7M and a higher than anticipated effective tax rate. The increase in SG&A expenses was driven by incentive compensation accruals and unusually high spending on internal process improvement projects, business development investments, CFO transition expenses, and other severance costs. The higher effective tax rate was the result of a change in the geographic profit mix to higher tax rate jurisdictions.
11:32 EDTUTEKUltratech sees upward trend in advanced packaging bookings at IDM/OSAT companies
The company also says there has been a ramp up in FinFET production into 2015 although companies have reported they have difficult improving yield.
11:30 EDTUTEKUltratech sees Q3 revenue growth 25%-30%, consensus $54.07M
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11:29 EDTUTEKUltratech expects FY14 revenue growth of 15%-25% YoY, consensus $189.67M
Expects growth in all four product lines, with gross margin to increase and average around 50% for the entire year. Operating expenses in 2014 will be up by a few million dollars compared to 2013, and FY14 tax rate to be about 5%. Sees FY14 cash flow to be positive. Comments taken from Q2 earnings conference call.
09:01 EDTUTEKUltratech reports Q2 EPS (14c), consensus (9c)
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