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June 26, 2014
08:23 EDTNANO, RTEC, NVMI, ASML, TER, AMAT, LRCXA number of semiconductor companies could be acquired, says Pacific Crest
Pacific Crest identifies Nanometrics (NANO), Rudolph Technologies (RTEC), Nova Measuring (NVMI), and ASML (ASML) as semiconductor companies that could become takeover targets. In the sector, the firm prefers Nanometrics, Teradyne (TER), Applied Materials (AMAT), and Lam Research (LRCX).
Check below for free stories on NANO;RTEC;NVMI;ASML;TER;AMAT;LRCX the last two weeks.
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July 22, 2014
12:53 EDTAMATApplied Materials drops following report of opposition to merger
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12:19 EDTAMATApplied Materials merger report 'pure speculation,' says Stifel
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10:29 EDTAMATApplied Materials weakness a buying opportunity, says ISI Group
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09:47 EDTAMATApplied Materials sees strong opposition to merger in China, DealReporter says
The proposed merger of Applied Materials (AMAT) with Tokyo Electron is facing strong opposition from Chinese regulators, said DealReporter, according to contacts.
July 21, 2014
10:02 EDTASMLOn The Fly: Analyst Upgrade Summary
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05:36 EDTASMLASML upgraded to Outperform from Sector Perform at Pacific Crest
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July 17, 2014
05:34 EDTASMLASML assumed with a Neutral at Piper Jaffray
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July 16, 2014
10:24 EDTASMLHigh option volume stocks:
06:13 EDTASMLASML sees 2014 net sales around EUR 5.6B
The company said, "Production of the NXE:3300B systems is ongoing; however, 3 of the previously targeted 8 deliveries will shift into 2015 as some customers prefer the option to upgrade their system from NXE:3300B to NXE:3350B specifications, addressing the next level of volume production requirements. With regards to our markets, deliveries of our DUV systems in the second half 2014 will be driven by memory customers, with the ramp of the 20 nm, 16 nm and 14 nm logic nodes set to continue. However, as we discussed last quarter, some customers continue to evaluate the timing of their deliveries to synchronise supply and demand, leading to an adjustment of the fourth quarter shipment forecast. As a result of these developments, we are guiding full-year 2014 net sales of around EUR 5.6 billion."
06:12 EDTASMLASML sees Q3 revenue around EUR 1.4B, consensus EUR 1.44B
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06:11 EDTASMLASML reports Q2 EPS EUR 0.91, consensus EUR 0.80
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July 15, 2014
07:29 EDTASMLASML Q2 results could miss expectations, says RBC Capital
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July 9, 2014
07:40 EDTASML, LRCXCLSA to hold investor meetings at SEMICON West
Investor Meetings, in conjunction with SEMICON West, will be held in San Francisco on July 9.
07:27 EDTNANO, RTEC6th Annual CEO Investor Summit to be held in San Francisco on July 9
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05:42 EDTLRCXLam Research assumed with an Overweight at Piper Jaffray
Price target raised to $80 from $62.

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