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    VEECO - Solar- und LED-Zulieferer - 500 Beiträge pro Seite

    eröffnet am 08.11.09 16:04:49 von
    neuester Beitrag 13.01.19 09:37:21 von
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     Ja Nein
      Avatar
      schrieb am 08.11.09 16:04:49
      Beitrag Nr. 1 ()
      Solar and LED equipment bookings push Veeco’s order backlog to record levels
      27 October 2009 | By Mark Osborne | News > Thin Film


      Veeco Instruments has returned a small profit (US$1.3 million) for the first time in over a year, boosted by record quarterly bookings of US$226 million, which was dominated by LED and solar sectors, making up approximately 80% (US$179 million) of the bookings. Veeco noted that its equipment backlog now stood at US$287 million, with US$239M in LED & Solar.

      “Momentum continued in our CIGS solar business in the third quarter, with a second key customer win for our ‘FastFlex’ Web Coating Systems and a repeat multi-million dollar order for thermal deposition components from a leading CIGS manufacturer,” commented John R. Peeler, Veeco’s Chief Executive Officer. “We experienced a 27% sequential improvement in Metrology orders, driven by new product success and a modest pick-up in activity from both research and industrial customers.”

      Veeco also said that it was seeing strong interest in its thermal deposition systems for CIGS thin film production and was well positioned to capture market share.

      Third quarter revenue reached US$99 million, well above its guidance of US$80-88 million.
      Avatar
      schrieb am 10.12.09 22:57:58
      Beitrag Nr. 2 ()
      was meint ihr: sollte man jetzt reingehen oder ist ne kleine korrektur fällig?
      die mittel- bis langfristigen aussichten in der branche sollen medienberichten zufolge ja recht gut sein.
      Avatar
      schrieb am 10.12.09 23:39:13
      Beitrag Nr. 3 ()
      korrektur!!!!!
      Avatar
      schrieb am 06.01.10 16:39:33
      Beitrag Nr. 4 ()
      Hi mops8319 biste mittlerweile investiert? Wie kommst du, Alex0582, drauf, dass nun ne Korrektur fällig wird?
      Avatar
      schrieb am 10.01.10 01:18:23
      Beitrag Nr. 5 ()
      Warum so viel für eine Aktie zahlen wenn´s auch billigere gibt?

      http://www.cvdequipment.com/

      Trading Spotlight

      Anzeige
      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 15.01.10 14:15:06
      Beitrag Nr. 6 ()
      Hallo!

      Kann mir jemad weitere Produzenten von LED´s nennen?
      Auch gern per PM...!

      Danke!
      Avatar
      schrieb am 09.02.10 17:03:50
      Beitrag Nr. 7 ()
      Hallo Veeconer!
      Wie nicht anders zu erwarten, übertrifft Veeco die Konsensschätzungen der Analysten!!!
      Ein Wachstumswert par excellence. Für die zukünftige positive Kursentwicklung von Bedeutung sind die erhöhten Gewinnprognosen. Aixtron, Cree und Veeco befinden sich allesamt im astreinenWachstumsmarkt. Nach den jüngsten Zahlen von Veeco (WKN 896007) ist das KGV für diesen Wachstumswert als moderat zu bezeichnen. Ich gehe bei Veeco - trotz des widrigem Börsenumfeldes - von erheblichen Kurspotential aus.
      Heute geht es mit Veeco um schlappe 7 Prozent nach oben!

      Super Zahlen
      http://phx.corporate-ir.net/phoenix.zhtml?c=111487&p=irol-ne…

      Veeco Instruments schlägt Prognosen und erhöht Ausblick
      Quelle: http://www.boerse-go.de/nachricht/Veeco-Instruments-schlaegt…

      Woodbury (BoerseGo.de)

      Der Spezialist für Oberflächenmeßtechnik Veeco Instruments erzielt im vierten Quartal einen Gewinn von 0,41 Dollar pro Aktie und übertrifft damit die Erwartungen von Wall Street um 7 Cent. Der Umsatz klettert gegenüber dem entsprechenden Vorjahresquartal um 32,7 Prozent auf 146,4 Millionen Dollar, was ebenfalls über den Konsensschätzungen der Analysten von 129,8 Millionen Dollar liegt.

      Für das aktuelle erste Quartal erhöht das Unternehmen seine Gewinnprognose von 0,37 Dollar auf 0,41 bis 0,50 Dollar pro Aktie und seine Umsatzschätzung von 142 auf 150 bis 165 Millionen Dollar.

      Der Aktionär
      Aixtron: Im Sog von Veeco nach unten?
      Martin Weiß
      Die Aixtron-Aktie dürfte am Dienstag in den Fokus der Anleger rücken, nachdem der US-Konkurrent Veeco Instruments am Vorabend Geschäftszahlen veröffentlicht hat. Trotz dreistelliger Zuwachsraten beim Gewinn und einem besser als erwarteten Ausblick, sackte das Papier nachbörslich ab. Jetzt könnte Aixtron ebenfalls in den Sog geraten.
      Veeco Instruments, der nach Aixtron zweitgrößte Hersteller von MOCVD-Anlagen, hat im ersten Geschäftsjahresviertel den Umsatz um 30 Prozent auf 146 Millionen US-Dollar gesteigert, den Gewinn mehr als verdreifacht und einen glänzenden Ausblick gegeben. Dennoch ging die Aktie des Unternehmens nach bekannt werden der Nachrichten in die Knie, verlor 2,4 Prozent.

      http://www.deraktionaer.de/xist4c/web/Aixtron--Im-Sog-von-Ve…

      Redmarat
      Avatar
      schrieb am 06.03.10 10:20:04
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 38.911.782 von Redmarat am 09.02.10 17:03:50Wer kann etwas zur Geschäftsentwicklung von Veeco sagen, derzeit läuft der Kurs eher seitwärts trotz guter Zahlen und positivem Ausblick
      Avatar
      schrieb am 09.03.10 07:40:29
      Beitrag Nr. 9 ()
      bin auch am überelgen einzusteigen, aber irgendwie ist es doch schon viel zu gut gelaufen
      Avatar
      schrieb am 12.03.10 17:23:23
      Beitrag Nr. 10 ()
      Hallo zusammen!

      Der Anleger oder die Anlegerin sollte die phänomenalen, durch und durch positiven Zukunftsperspektiven bei Veeco und Aixtron berücksichtigen.

      Diesen äußerst lesenswerten Bericht von Markus Hevesi vom 2. März 2010 läßt die Anlegerherzen jedenfalls höher schlagen. Beide Gesellschaften hatten bisher eine sehr gute Performance.

      Weit und breit keine echte Konkurrenz und das bei den Wachstumsaussichten im LED-Sektor. Bei der zukünftigen Kapazitätsverdoppelung und den relativ hohen Gewinnmargen sind Kurssteigerungen vorprogrammiert, es sei denn die Börsen crashen weltweit.

      Droht Ende 2010 akute LED-Knappheit?

      Von Markus Hevesi
      02.03.2010, 11:39 Uhr

      Quelle: http://www.prad.de/new/news/shownews_alg3073.html

      Die weltweite Versorgung mit LEDs ist 2010 von Knappheit bedroht. Sollte die Produktionskapazität nicht erhöht werden, könnte es gegen Ende des Jahres zu einer akuten Unterversorgung mit den gefragten Beleuchtungselementen kommen, warnt der Marktforscher iSuppli.


      Der Bedarf an LEDs, 2008 bei 57 Milliarden Einheiten, ist 2009 auf 63 Milliarden LEDs gestiegen. Damit kam der Gesamtverbrauch von LEDs schon im letzten Jahr der Kapazitätsgrenze der Industrie - 75 Milliarden Elemente - gefährlich nahe. Laut iSuppli beweist dieser Umstand, dass etliche LED-Hersteller bereits mit hundertprozentiger Ressourcenauslastung arbeiteten.

      LEDs haben heute ein großes Verbreitungsgebiet - nicht nur als Beleuchtungselemente von LCD-Fernsehern und Computerbildschirmen, sondern auch in kleineren LCDs wie denen von Notebooks, Handys, Navigationsgeräten, Digitalkameras und Tastaturen. Darüber hinaus kommen LED-Lösungen zunehmend auf dem gesamten Beleuchtungsmarkt zum Einsatz.

      Sie eignen sich für kommerzielle, industrielle und häusliche Anwendungen. Normal helle LEDs finden sich in Statuslampen und alphanumerischen LED-Displays. Großformatige LCD-Schirme in Flachbildfernsehern, Laptops und PC-Monitoren benötigen die helleren HB-LEDs (High Brightness). Ultrahelle LEDs (UHB), die dritte Ausprägung, kommen als Beleuchtungsform der Zukunft in Wohnhäusern und Unternehmensbüros zum Einsatz. Noch befindet sich die LED-Beleuchtungssparte in den Kinderschuhen, wird jedoch während der nächsten zwei Jahre zum Mainstream werden.

      "Es ist deutlich zu sehen, dass die Nachfrage das Angebot überholt", sagt Jagdish Rebello, Abteilungsleiter und Chefanalyst für Funk-Markforschung bei iSuppli. "Führt man sich vor Augen, dass dem LED-Markt in den nächsten drei Jahren, beginnend ab 2010, zweistellige Wachstumsprognosen bescheinigt werden, so könnte es schon dieses Jahr zu einer drastischen Unterversorgung kommen, sofern der erhöhte Bedarf nicht mit zusätzlichen Produktionskapazitäten abgefedert wird."

      Die für 2010 vorausgesagte Knappheit bezieht sich auf LEDs, die für die Hintergrundbeleuchtung großer "LCD-Fernseher eingesetzt werden", sagt Sweta Dash, iSupply-Abteilungsleiter der LCD-Marktforschung. Die Nachfrage werde angeheizt vom Verlangen der Konsumenten nach den immer populärer werdenden LED-Geräten mit superdünner Bauweise und verbesserter Bildqualität. Auf der Angebotsseite stehe das Bestreben der Fernsehhersteller, die Verkaufszahlen von LCD-hintergrundbeleuchteten TVs zu erhöhen. Beides führe zwangsläufig zu Engpässen, warnt der Experte.

      Anders als Notebooks, die mit 50 LEDs auskommen, oder Monitore, in denen etwa 100 LEDs verwendet werden, benötigen LCD-Fernseher im Durchschnitt zwischen 300 und 500 LEDs je Panel. Weil LEDs, die in TV-Hintergrundbeleuchtungen eingesetzt werden, sehr gleichmäßig angebracht werden müssen, wird auch die geringste Knappheit die TV-Sparte am härtesten treffen.

      Die an der LED-Lieferkette beteiligten Firmen suchen intensiv nach Mitteln gegen den erwarteten Fehlbestand. Aixtron aus Deutschland und der amerikanische Hersteller Veeco, die beiden größten LED-Firmen, wollen ihre Produktionskapazität, verglichen mit dem Jahresende 2009, im letzten Quartal 2010 verdoppelt haben.

      iSuppli geht fest davon aus, dass die LED-Industrie Maßnahmen ergreifen wird, um die Fertigungsergebnisse signifikant zu steigern. Dies werde auf allen Ebenen geschehen, bei den Rohstoffen, bei der Produktion Wafern und Dies, den Gehäusen sowie dem Testen der fertigen LED-Lampen. Dies werde allerdings eine gewisse Anlaufzeit benötigen.

      Wesentliche Strategien der LED-Panelhersteller werden vertikale Integration und erhöhte Bereitschaft zur firmeninternen Beschaffung sein. Das Joint Venture zwischen Samsung Electronics und Tochterunternehmen Samsung Electro-Mechanics oder LG Displays' Bündnis mit LG Innotek sind Beispiele dafür. CMO und AUO, die beiden größten LED-Panelhersteller, arbeiten ebenfalls mit Hochdruck an der internen LED-Beschaffung, um unterbrechungsfreie Versorgung zu gewährleisten.

      http://www.veeco.com/

      http://www.businesswire.com/portal/site/home/permalink/?ndmV…

      Redmarat
      Avatar
      schrieb am 12.03.10 19:23:50
      Beitrag Nr. 11 ()
      Danke Redmarat für deine guten Beiträge!!!
      So liebe ich es - eine Aktie mit viel Fantasie...Hoffe auch, dass wir noch viel Freude an Veeco haben - werden bestimmt schöne Jahre haben (bin long)! Gibts denn nun außer Aixtron noch andere LED-Firmen?
      Avatar
      schrieb am 15.03.10 21:46:03
      Beitrag Nr. 12 ()
      Aixtron und Veeco sind ja nun keine LED Firmen im eigentlichen Sinne. Sie liefern lediglich die Anlagen zur Herstellung.

      Auf CREE könntest z.B. noch ein Auge werfen.
      Lukratives Investment bisher. Sehr gutes Produktportfolio.

      Gruß
      Avatar
      schrieb am 19.03.10 15:39:27
      Beitrag Nr. 13 ()
      Gap bei $38 fast zu. Bei $38 gibt es auch eine Unterstützung, sie soll halten, sonst bei etwa 37.50 ist die untere Grenze des Aufwärtstrends.
      Avatar
      schrieb am 22.04.10 18:56:00
      Beitrag Nr. 14 ()
      Der konsequente Aufstieg ohne erwähnenswerte Einstürze macht mir langsam Sorgen.

      Droht hier bald eine größere Konsolidierung?

      Ich meine... Neuer Markt und LED-Knappheit hin oder her, irgendwann ist auch mal Feierabend.
      Da ich hinsichtlich einer neuen Marktentstehung recht optimistisch bin versuche ich mein Gesamtengagement in dieser Branche gleichmäßiger zu verteilen. Ich habe einen Teil meiner Veeco-Investments auf Aixtron und Cree verteilt um weniger Abhängig zu sein.
      Ich frage mich auch, warum man bei einem solchen Wachstumsorgan immer blos derart bescheidene Kursziele serviert bekommt?
      Das Kursziel ist ja teilweise schon wenige Tage nach Publikation beinah erreicht. Warum halten sich die Banken so sehr mit Kaufempfehlungen zurück und stürzen sich stattdessen auf solche Mistpapiere wie Deutsche Bank oder Infinion?

      Herzliche Grüße,
      Lucas
      Avatar
      schrieb am 26.04.10 16:47:45
      Beitrag Nr. 15 ()
      Arg wir brauchen neue Kursziele !
      Avatar
      schrieb am 28.04.10 02:48:05
      Beitrag Nr. 16 ()
      Mein neues KZ 55 Euro weil ich auf eine LED-Knappheit zum Jahresende spekuliere. Bei Aixtron und Cree empfinde ich dies ebenfalls. Mir ist auch bislang kein neuer Anlagenbauer in Sichtweite gekommen der hier etablierte Positionen in Frage stellen könnte.
      Zudem ergeben sich derzeit fast wöchentlich neue Märkte für den LED-Sektor. Der neuste Trend scheint wohl zu sein, dass Verkehrsbehörden LED's für Ampeln und Warnleuchten erwägen. Hier ergäbe sich riesiges Einsparungspotenzial da für LED's kaum Wartungsarbeiten (Lampenwechsel usw.) anfallen.

      Zum weiteren Kursverlauf: Am kommenden Donnerstag den 29.04. ist Konkurrent Aixtron mit Q1 dran. Bislang ließ sich den Medien entnehmen, dass Aixtron sehr stark vom starken Veeco-Kurs profitiert hat (heutiger DAX-Gewinner trotz Griechenland/Portugal-Totalabsturz). Das zeigt auch nochmal ganz gut, wie distanziert sich Aixtron und Veeco vom jeweiligen Leitindex verhalten. LED's wirds auch ohne Griechenland weiterhin geben.
      Nun könnte man darauf hoffen, dass Veeco auch etwas vom positiven Q1-Bericht von Aixtron mitbekommt. Aber wie man es auch dreht und wendet: Scheinbar sind die meisten Veeco-Anleger technologie-Visionäre und ausschließlich langfristig orientiert, anders kann ich mir einen derart stabilen Kurs nicht erklären. Bleibt nur zu hoffen, dass wir von Aldi-Aktionären verschont bleiben ;)

      Soviel für heute !

      Gruß, Lucas
      Avatar
      schrieb am 28.04.10 11:48:37
      Beitrag Nr. 17 ()
      aber heute der Einbruch
      Avatar
      schrieb am 28.04.10 13:07:00
      Beitrag Nr. 18 ()
      Der neuste Trend scheint wohl zu sein, dass Verkehrsbehörden LED's für Ampeln und Warnleuchten erwägen.

      Wird schon lange gemacht.:laugh:
      Avatar
      schrieb am 29.04.10 11:24:07
      Beitrag Nr. 19 ()
      Aixtron hat heute seine Zahlen veröffentlicht:
      http://boerse.ard.de/content.jsp?key=dokument_432324
      Avatar
      schrieb am 29.04.10 13:04:50
      Beitrag Nr. 20 ()
      hab vorhin nochmal für meine Verhältnisse kräftig aufgestockt in der Hoffnung VEECO orientiert sich die nächsten Tage an Aixtron.
      Avatar
      schrieb am 29.04.10 17:21:21
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 39.424.995 von fropo am 29.04.10 13:04:50Das ist aber eine starke Korrektur wie selten! Ging gleich 4,8 runter nachdem ich aufgestockt hatte :D
      Sorry wenn ich euch auf den Keks gehe... Die Aktie hält derzeit mein Leben in Atem. Nach fast 110% Gewinn reagiert mein leicht euphorisch wenn größere Korrekturen anstehen.
      Avatar
      schrieb am 30.04.10 08:35:37
      Beitrag Nr. 22 ()
      womit hängt denn die Korrektur zusammen? bei Cree nicht so massiv
      Avatar
      schrieb am 30.04.10 22:54:32
      Beitrag Nr. 23 ()
      Im heutigen AIX-Thread hat einer AIX, Cree und Veeco miteinander verglichen mit erstaunlichem Ergebnis:


      Intraday
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      Woche
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      6 Monate
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      seit 09.03.2009
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      Ich hoffe rudi&marion nimmts mir nicht übel dass ich seine schönen Charts hier einbinde.
      Liebe Grüße,
      Lucas
      Avatar
      schrieb am 30.04.10 23:59:07
      Beitrag Nr. 24 ()
      Der Beitrag von fropo/Lucas funktioniert nicht,
      wurde ergänzt.
      Hier ein Vergleich Aixtron, Veeco, Cree und Aixtron (USA)
      für Aixtron wurde L&S genommen wegen Zeitachse
      Die verlaufen fast sinchron

      Intraday
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      Woche
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      6 Monate
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      seit 09.03.2009
      http://www.ariva.de/chart/images/chart.m?z=a101244499~A1~b16…

      Grüße
      Rudi
      Avatar
      schrieb am 01.05.10 00:06:40
      Beitrag Nr. 25 ()
      Antwort auf Beitrag Nr.: 39.437.637 von rudi&marion am 30.04.10 23:59:07Ups, danke für die Korrektur !
      Avatar
      schrieb am 01.05.10 00:08:50
      Beitrag Nr. 26 ()
      gerne
      Avatar
      schrieb am 01.05.10 00:18:14
      Beitrag Nr. 27 ()
      mit diesem Link geht es noch besser, da der Zeitraum verändert werden kann
      a. feste Zeiträume
      b. ab bestimmten Datum (rechts Zeitraum eingeben)
      c. Push aktivieren (wir nach 1 Minute erfrischt)

      http://www.ariva.de/chart/?compare=None&compare=2578&compare…

      Gruß
      Rudi
      Avatar
      schrieb am 03.05.10 18:10:58
      Beitrag Nr. 28 ()
      Was für ein Tag ! Aixtron ist DAX Tagesgewinner und hat den DAX heute morgen sogar fast allein aufrecht gehalten.

      Und Veeco... +9,64% sagt ja im prinzip schon alles.
      Man muss einfach nur Aixtron und Veeco vergleichen um eine relativ sichere Prognose zu bekommen. Keine sau braucht hier mehr einen MACD.
      Avatar
      schrieb am 19.05.10 13:20:45
      Beitrag Nr. 29 ()
      aber dafür wird veeco jetzt ordentlich verprügelt

      zeit an verkaufen zu denken oder glaubt tihr an einen return
      Avatar
      schrieb am 21.05.10 20:13:52
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 39.546.600 von pummel1310 am 19.05.10 13:20:45ich hab für 30 ordentlich nachgekauft und heute geerntet. Ich hoffe das war nicht nur eine kleine Gegenbewegung zu den letzten 7 Tagen die der Wert nur verloren hat.

      LG Lucas
      Avatar
      schrieb am 24.05.10 18:52:51
      Beitrag Nr. 31 ()
      mhhh ich bin überhaupt nicht zufrieden wie sich Veeco in den letzten 2 Wochen so entwickelt hat.
      Avatar
      schrieb am 08.06.10 18:07:41
      Beitrag Nr. 32 ()
      Antwort auf Beitrag Nr.: 39.575.213 von fropo am 24.05.10 18:52:51wie tief soll s eigentlich noch runtergehen?:mad:
      Avatar
      schrieb am 17.06.10 14:59:31
      Beitrag Nr. 33 ()
      Ich bin bei 40e eingestiegen, aber irgendwie scheint veeco wirklich kein Reißer zu sein

      gibt es irgendwelche News , ob Veeco viell. mal durchstarten könnte
      Avatar
      schrieb am 19.06.10 17:05:20
      Beitrag Nr. 34 ()
      Sehr schönes Forum hier! Danke für die guten Beiträge - va. danke an rudi&marion für den Link!!! Also ich persönlich bin noch voll positiv gestimmt, was Veeco betrifft. Die Korrektur war ja überfällig und von einigen von euch bereits vorhergesagt. War wohl m.E. nochmal ne günstige Einstiegsgelegenheit... Oder wie seht Ihr es?! Ist die Aktie bereits überbewertet? Auf news bin ich natürlich auch gespannt...
      Avatar
      schrieb am 24.06.10 22:15:14
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 39.708.992 von ste_sander1 am 19.06.10 17:05:20Hallo!gibts eigentlich ein anderes Forum, das zu empfehlen ist?Hier wird irgendwie wenig geschrieben!?mfg
      Avatar
      schrieb am 26.06.10 10:19:38
      Beitrag Nr. 36 ()
      Antwort auf Beitrag Nr.: 39.734.256 von onemilliondollarbaby am 24.06.10 22:15:14Veeco gestern in USA gegen den Trend! Was man im Aixtron Forum so liest, sollte das LED Geschäft die nächsten Jahre noch stark brummen. Erwarte starke Q2-Zahlen.
      Avatar
      schrieb am 28.06.10 22:20:02
      Beitrag Nr. 37 ()
      Antwort auf Beitrag Nr.: 39.740.838 von onemilliondollarbaby am 26.06.10 10:19:388:00AM Veeco Instruments awarded $800K in matching funds from Minnesota for solar technology (VECO) 38.82 :
      Hallo?Noch jemand hier?
      Avatar
      schrieb am 07.07.10 12:48:20
      Beitrag Nr. 38 ()
      bin schon mit 33% im Minus
      noch empfehlen die Analysten zum kaufen
      aber ob ich die 40€ in diesem Jahr noch sehe
      Avatar
      schrieb am 08.07.10 09:19:34
      Beitrag Nr. 39 ()
      Antwort auf Beitrag Nr.: 39.787.223 von pummel1310 am 07.07.10 12:48:20jetzt nur mehr -23 %-veeco macht das schon!:cool:
      Avatar
      schrieb am 15.07.10 10:47:58
      Beitrag Nr. 40 ()
      Antwort auf Beitrag Nr.: 39.791.262 von onemilliondollarbaby am 08.07.10 09:19:34Piper Jaffray On LED Lighting Stocks: CREE, RBCN, VECO

      Posted by Tate Dwinnell
      11:34:17 pm on July 14, 2010

      Veeco Instruments (VECO) downgraded from Overweight to Neutral and price target reduced from $69 to $44. The firm points to checks which are indicating that bookings for its MOCVD reactors likely peak in Q210 and that the majority of orders from Samsung, Innotek and Sanan, the company’s largest customers, are “likely already in the backlog by the end of 1H10.

      P.S.: aus dem Aixtronforum
      Avatar
      schrieb am 18.07.10 21:07:49
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 39.824.259 von onemilliondollarbaby am 15.07.10 10:47:5816.07.2010 14:01
      Neo-Neon Places Initial Order for Veeco K465i MOCVD System
      Veeco Instruments Inc. (Nasdaq: VECO) announced today that Neo-Neon Holdings Ltd., a leading lighting company listed on the Hong Kong exchanges, has ordered its first Veeco TurboDisc® K465i Metal Organic Chemical Vapor Deposition (MOCVD) system to support its LED manufacturing capacity ramp at its JiangMen, China factory. Veeco received the order during the recently completed second quarter.

      Dr. Jurgen Yeh, Chief Technology Officer, commented, "Neo-Neon plans to expand our LED wafer output seven-fold over the next three years. We have decided to include Veeco's K465i MOCVD system in our plans due to its proven high productivity as well as the recent uniformity and repeatability advances that Veeco has achieved. We intend to move quickly to expand our position in the general illumination market, and require supplier partners that can keep pace with our plans." To fund its expansion, Neo-Neon has recently raised NT$2.06 billion (U.S. $64 million) through a share issuance in Taiwan.

      Bill Miller, Ph.D., Senior Vice President, General Manager of Veeco's MOCVD Operations, commented, "Neo-Neon is a recognized LED industry leader with a diversified product range and broad customer base. We are therefore gratified to be a part of their capacity expansion plans."


      :cool:
      Avatar
      schrieb am 19.07.10 14:16:03
      Beitrag Nr. 42 ()
      Antwort auf Beitrag Nr.: 39.838.904 von onemilliondollarbaby am 18.07.10 21:07:4919.07.2010 14:01
      Arima Selects Veeco MOCVD Systems to Support Production Ramp
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      Veeco Instruments Inc. (Nasdaq: VECO) announced today that Arima Optoelectronics Corporation (AOC), a world-leading manufacturer of LED epitaxial wafers and chips headquartered in Taiwan, purchased multiple TurboDisc® K465i Gallium Nitride (GaN) and E475 Arsenic Phosphide (As/P) Metal Organic Chemical Vapor Deposition (MOCVD) Systems during the recently completed second quarter.

      Marco Kuo, President of Arima Optoelectronics, said, "We have selected Veeco's MOCVD systems because of our experience with their production-proven reliability and high productivity, which results in higher capital efficiency. Most of the systems will be installed in Shanxi Province, Northern China, where we have entered into an agreement with the local government to form a new joint venture company to manufacture LEDs for backlight applications."

      Bill Miller, Ph.D., Senior Vice President, General Manager of Veeco's MOCVD Operations, commented, "We are pleased to expand our long-standing relationship with Arima, and to be chosen to support their production ramp."

      With superior wavelength uniformity and excellent run-to-run repeatability, the production-proven K465i extends Veeco's lead in capital efficiency - the number of good wafers per day for each capital dollar - for high volume LED manufacturers. The K465i provides ease-of-tuning for fast process optimization on wafer sizes up to 8 inches and fast tool recovery time after maintenance. The TurboDisc E475 As/P MOCVD System is engineered for high-volume production of red, orange and yellow HB-LEDs, and offers a level of process control and reliability unmatched by competing MOCVD technologies.
      Avatar
      schrieb am 19.07.10 15:00:46
      Beitrag Nr. 43 ()
      und dennoch heute -7%????????????
      Avatar
      schrieb am 19.07.10 22:03:37
      Beitrag Nr. 44 ()
      Antwort auf Beitrag Nr.: 39.841.528 von pummel1310 am 19.07.10 15:00:46Nasdaq: fast +7 %:cool:
      Avatar
      schrieb am 19.07.10 22:20:34
      Beitrag Nr. 45 ()
      Antwort auf Beitrag Nr.: 39.844.272 von onemilliondollarbaby am 19.07.10 22:03:37Veeco Instruments (VECO) Rating Reiterated at UBS
      Written on Mon, 07/19/2010 - 12:31pm
      By Chip Brian

      Veeco Instruments (NASDAQ:VECO) reiterated Buy at UBS. The stock closed Friday at $36.69 on volume of 1,232,100 shares, below the average daily volume of 2,087,812.
      In the past 52-weeks, shares of Veeco Instruments have traded between a low of $13.44 and a high of $54.5 and are now at $36.69, which is 173% above that low price.
      Veeco Instruments is currently above its 200-day moving average (MA) of $35.52 and should find resistance at its 50-day MA of $39.03. In the last five trading sessions, the 50-day MA has fallen 1.73% while the 200-day MA has risen 1.23%.
      Veeco Instruments Inc. manufactures enabling solutions for customers in the HB-LED, solar, data storage, semiconductor, scientific research and industrial markets. The Company has technology positions in three businesses: LED & Solar Process Equipment, Data Storage Process Equipment, and Metrology Instruments.
      Avatar
      schrieb am 20.07.10 18:28:49
      Beitrag Nr. 46 ()
      Antwort auf Beitrag Nr.: 39.844.396 von onemilliondollarbaby am 19.07.10 22:20:34JPMorgan Upbeat on Veeco

      . ..Posted on 07/20/10 at 10:53am by Benzinga Staff4

      Analysts at JPMorgan released a research note earlier today on Veeco Instruments ( NASDAQ : VECO). In their earnings preview, they expected "a strong print and for MOCVD order growth to continue."

      While noting concern on the supply-demand balance in the LED sector, they remained positive on its outlook overall and "believe the upcoming earnings call for Veeco on July 26 will be a positive catalyst for the stock. Demand for LEDs continues to outpace supply and given the aggressive roadmaps for LCD TV makers and the general rebound in LED demand for all other applications, we believe LEDs and MOCVD equipment are likely to remain in short supply at least until the end of the year."

      The analysts also noted that Veeco appears to be "gaining position in Taiwan" with First Epistar, Gensis and Arima. The stock "remains undervalued in our view, in spite of concerns about a near term order peak." JPMorgan clearly has an optimistic view on the stock with its $75.00 price target, aufmerksamaufmerksam despite the stock closing yesterday at only $38.96.
      Avatar
      schrieb am 26.07.10 17:23:08
      Beitrag Nr. 47 ()
      Antwort auf Beitrag Nr.: 39.850.134 von onemilliondollarbaby am 20.07.10 18:28:49vor heutigen zahlen bis jetzt wieder stark!:-) 23 Uhr wirds spannend!:cool:
      Avatar
      schrieb am 26.07.10 22:20:20
      Beitrag Nr. 48 ()
      Antwort auf Beitrag Nr.: 39.877.648 von onemilliondollarbaby am 26.07.10 17:23:08VEECO Announces Record Second Quarter 2010 Financial Results
      PLAINVIEW, N.Y., Jul 26, 2010 (BUSINESS WIRE) --

      Veeco Instruments Inc. ( Nasdaq : VECO) announced its financial results for the second quarter ended June 30, 2010. Veeco reports its results on a generally accepted accounting principles ("GAAP") basis, and also provides results excluding certain items. Please refer to the attached table for details of the reconciliation between GAAP operating results and Non-GAAP operating results.


      GAAP Results ($M except EPS)

      Non-GAAP Results ($M except EPS)

      Q2 '10 Q2 '09 Q2 '10
      Q2 '09

      Revenues $253.0 $72.0 EBITA (Loss)
      $68.4
      ($6.4)

      Net income (loss) $52.4 ($14.7) EPS
      $1.01
      ($0.15)

      EPS (diluted) $1.20 ($0.47)

      John R. Peeler, Veeco's Chief Executive Officer, commented, "Veeco has once again delivered tremendous results. Second quarter revenue was $253 million, a new record for Veeco, an increase of approximately 250% from last year and 55% sequentially. All three of our businesses, LED & Solar, Data Storage and Metrology, continue to execute extremely well, with sequential improvements in revenue and EBITA. Of particular note, our LED & Solar revenues were $186 million, with approximately $175 million in MOCVD. We shipped 81 MOCVD systems, quadrupling shipments since the third quarter of last year and remained on track with our commitments to customers. EBITA was a record $68.4 million, or 27% of sales, resulting in record quarterly GAAP EPS of $1.20 per share and non-GAAP EPS of $1.01 per share. Veeco's balance sheet performance was also excellent - we generated approximately $67 million in cash from operations during the second quarter.

      "Veeco's second quarter bookings were $347 million, setting a new Company record, up approximately 250% from the prior year and 30% sequentially," continued Mr. Peeler. "LED & Solar orders were a record $260 million, up 23% sequentially. We received $251 million in MOCVD orders, with customer wins in all regions, including the U.S., Europe, Taiwan, Japan and Korea, and experienced accelerating demand from LED companies expanding facilities in China. Veeco's Data Storage orders were $50 million, up 90% sequentially, as customers invested in both technology and capacity additions. Metrology orders were $37 million, our best quarterly performance in several years and up 22% sequentially on the strength of new products and improved business conditions in semiconductor and data storage markets. We are extremely proud of the performance of all of our businesses in the second quarter." Veeco's Q2 '10 book-to-bill ratio was 1.37, with a record backlog of $597 million at the end of the quarter.

      Outlook

      Regarding Veeco's outlook, Mr. Peeler commented, "Business conditions in LED remain at a similar pace to what we have experienced the last several quarters, and we believe that Q3 will be another very strong bookings quarter for our MOCVD business. In particular, China's initiative to subsidize the LED industry via seven national 'industrial parks' is spurring strong order quoting patterns for Veeco, both from local companies as well as from Korean and Taiwanese customers that are partnering with Chinese entities. Veeco's market-leading TurboDisc(R) K465i MOCVD System is also enabling us to continue to win business as the best-performing, lowest cost-of-ownership system in production today."

      Mr. Peeler continued, "We currently plan to ship approximately 100 MOCVD tools this quarter and plan to reach a production capacity of 120 tools or more by the fourth quarter. As a result of our variable-cost, outsourced manufacturing strategy, we have dramatically increased our production capacity with the ability to flex our actual MOCVD shipments up or down each quarter depending upon specific customer demand and delivery requirements."

      Guidance

      Veeco's third quarter 2010 revenue is currently forecasted to be between $290 and $315 million. Earnings per share are currently forecasted to be between $1.55 to $1.82 on a GAAP basis and $1.23 to $1.43 on a non-GAAP basis. Please refer to the attached financial tables for more details.

      Mr. Peeler added, "Based upon Veeco's strong backlog and current order visibility, the Company is currently forecasting that 2010 revenues will be over $1 billion, with strong year-over-year growth from 2009 in revenue and profitability in all three business segments."

      Die Zahlen sin der absolute Hammer

      P.S.: Aus dem Aixtronforum :):):cool::cool::cool:
      Avatar
      schrieb am 27.07.10 18:09:16
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 39.879.495 von onemilliondollarbaby am 26.07.10 22:20:20Veeco Instruments (VECO) Rating Maintained Alert, Watch for 18.3% Technical Uptrend Continuation
      Written on Tue, 07/27/2010 - 11:35am
      By Chip Brian

      Veeco Instruments (NASDAQ:VECO) maintained Buy, $52 target, at Citigroup. The stock closed yesterday at $44.69 on volume of 2,990,900 shares, above average daily volume of 2,101,620.

      Nach hoffentlich weiteren nach oben geschraubten kurszielen sollte diese watschn von heute bald ausgemerzt sein!

      mfg OMD:cool:
      Avatar
      schrieb am 06.08.10 10:24:23
      Beitrag Nr. 50 ()
      Hallo ..
      mir ist aufgefallen oft werden Aktien besonders empfohlen
      und dann geht der Kurs herunter.
      Analysten kann man auch nicht immer glauben.
      Avatar
      schrieb am 06.08.10 10:59:31
      Beitrag Nr. 51 ()
      wie kann man sich 14,4% Minus heute erklären?
      Avatar
      schrieb am 06.08.10 13:42:28
      Beitrag Nr. 52 ()
      Antwort auf Beitrag Nr.: 39.940.341 von pummel1310 am 06.08.10 10:59:31Hi pummel!

      Hier die Erklärung! Veeco gestern in USA massiv abgestürzt, weil in einer Zeitung geschrieben wurde, dass die LED-Nachfrage in Flachbildfernsehern nicht mehr so stark sein soll. Was für ein Schwachsinn!!!!

      Hi pota8!

      Analysten schreiben prinzipiell Blödsinn, um Kurse nach ihren eigenen Interessen (bzw. deren Bank) zu steuern. Mit Veeco ist fundamental alles in bester Ordnung, nur leider interessiert das an der Börse zunehmend weniger Leute. Ich hatte schon einen netten Gewinn, der nun wieder weg ist. Bleibe trotzdem investiert, denn in 1 Woche kann sich die Welt schon wieder um 180 Grad gedreht haben, wenn nicht sogar in einem Tag.

      Viel Glück, es grüßt OMD:cool:

      By Eric Savitz
      The primary stocks in the LED sector - Cree (CREE), Aixtron (AIXG) and Veeco (VECO) - are all getting clobbered this morning on a report in the Taiwan-based newspaper The Commercial Times that says flat-panel makers are cutting orders to the LED sector. LEDs are used for back lights in some LCD TVs. Cree is an LED supplier; Aixtron and Veeco make equipment used to manufacturer LEDs.

      In a research note this morning taking note of the development, Citigroup analyst Timothy Arcuri writes that he has “heard some shoppiness recently in the LED supply chain,” but adds that he is “unaware of any order cuts.”

      In today’s trading:

      CREE is down $4.19, or 5.7%, to $69.54.
      AIXG is down $2.65, or 8.7%, to $27.75.
      VECO is down $5.54, or 12.2%, to $39.98.
      Avatar
      schrieb am 06.08.10 19:56:57
      Beitrag Nr. 53 ()
      Antwort auf Beitrag Nr.: 39.941.555 von onemilliondollarbaby am 06.08.10 13:42:28Hallo pummel

      ich glaube auch dass die LED Nachfrage noch steigen wird
      besonders bei Beleuchtung von Wohnräumen
      die Lebensdauer und der geringe Stromverbrauch sprechen dafür
      Avatar
      schrieb am 09.08.10 18:41:06
      Beitrag Nr. 54 ()
      Antwort auf Beitrag Nr.: 39.944.388 von pota8 am 06.08.10 19:56:57unglaublich wie diese aktie abkacken kann!!!!:mad:
      Avatar
      schrieb am 11.08.10 16:34:08
      Beitrag Nr. 55 ()
      ein tag -14 , heute -12%
      KK 40, jetzt 25
      pure Geldvernichtung
      eines eigentlich guten Titels

      Ursache?
      Avatar
      schrieb am 11.08.10 17:22:38
      Beitrag Nr. 56 ()
      wow, netter abverkauf...
      und das bei aktuell extrem überzeugenden fundamentaldaten:
      so stieg im 2. quartal nicht nur der umsatz auf 253mio$ (zum vergleich im gesamten jahr 2009 wurden 380mio umgesetzt)und die jahresprognose wurde auf > 1mrd$ angehoben (damit ergibt sich ein attraktives kuv von 1,2)sondern auch der Auftragseingang (347mio$ in Q2, BtB 1,4) zeigt nicht das minimalste anzeichen von schwäche. zudem stehen nach 2 quartalen 1,69$ gewinn zu buche. im 3. quartal sollen laut firmenaussage 1,40$ dazukommen. sollte letztendlich zu nem gewinn von über 4$ in 2010 führen, was ein aktuelles kgv von 8 bedeutet. und das bei ner zukunftsindustrie...
      also was läuft hier falsch? gibt es potentiell neue wettbewerber (was zu ner margenerrosion führen könnte) oder überlegene technologien die entwickelt werden?? hab nur gehört daß ge an nem neuen verfahren arbeitet, was aber frühestens 2012 marktreif ist. weiß jemand mehr?
      4 Antworten
      Avatar
      schrieb am 13.08.10 07:16:59
      Beitrag Nr. 57 ()
      Antwort auf Beitrag Nr.: 39.967.735 von Licher am 11.08.10 17:22:38Habe von alternativen technnologien noch nichts gehört!

      Das sollte der aktie erstmal auftrieb geben!!!:cool:

      Press Release Source: Veeco Instruments Inc. On Thursday August 12, 2010, 5:00 pm EDT
      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Veeco Instruments Inc. (Nasdaq: VECO - News) announced today that Elec-Tech International has selected its TurboDisc® K465i Metal Organic Chemical Vapor Deposition (MOCVD) systems as their “tool of choice” for two new LED factories in Wuhu and Yangzhou, China. In August Veeco booked the initial systems from a large multi-tool purchase order from Elec-Tech’s LED subsidiary, Elec-Tech Optoelectronic Technology (Wuhu) Co., Ltd.

      Tony Wang, Chairman of Elec-Tech commented, “Our Board of Directors has approved our plan to purchase 130 MOCVD tools to ramp production capacity at our two LED factories. Our goal is to become one of the top three LED companies by output and sales revenue in China within two years, focusing primarily on the general lighting and BLU market, but on other applications as well.”

      Mr. Wang continued, “After a thorough evaluation of the available MOCVD products, we selected Veeco as our preferred and primary supplier for the vast majority of the 130 MOCVD systems we will be installing at our new factories. We believe that Veeco’s MOCVD systems have low cost-of-ownership and proven high productivity, and will help us to achieve success in the LED market.”

      Bill Miller, Ph.D., Executive Vice President, General Manager of Veeco's MOCVD Operations, commented, “We are extremely pleased that Elec-Tech has chosen Veeco for their production requirements as they build out their aggressive plans in China. We look forward to supporting this important new customer with our best-in-class systems and world-class applications process support.”

      About Elec-Tech

      Elec-Tech International is a Shenzhen-listed electronics company that has signed a joint venture cooperative agreement with South Korean firm EpiValley to jointly develop the Chinese LED market.
      4 Antworten
      Avatar
      schrieb am 13.08.10 23:15:27
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 39.977.986 von onemilliondollarbaby am 13.08.10 07:16:59trotz bester nachrichten (dieser auftrag sorgt für weitere 3 monate auslastung) intraday wieder 8% verloren und nochmals tiefer geschlossen. was stimmt hier bloß nicht?? sind die bilanzen gefälscht oder ist der cfo mit der kasse abgehauen??? dabei ist veeco in allen bewertungskriterien (kgv, kuv, kbv...) sehr nieder bewertet. auch niedriger als z.b. aixtron, obwohl veeco einen ähnlichen marktanteil hat und aktuell über einen höheren auftragseingang und auftragsbestand verfügt.
      börse soll ja die zukunft bewerten, was zu bedeuten scheint, daß die meisten akteure nicht an einen erfolg auf dem beleuchtungsmarkt glauben (zumindest nicht in 2011/2012)obwohl sich die argumente gut lesen:

      Quelle: Hp Del-Ko
      LED vs Energiesparlampe

      Das Image der Energiesparlampe, ESL, ist sehr gut. Schließlich trägt sie die Sparsamkeit bereits in ihrem Namen, Energiesparlampe. Aber wenn man ein wenig auf die Details blickt, dann wird schnell klar, dass sie alles andere als ein ideales Leuchtmittel ist. Denn bereits die erwähnte Sparsamkeit ist keinesfalls so groß, wie durch den Namen suggeriert wird. Ein gutes Modell benötigt ca. fünfzig Prozent weniger Energie als eine herkömmliche Glühlampe. Das ist aber noch immer eine Menge, die man auf der Stromabrechnung sehr schmerzlich bemerken kann.

      Die Zeitschrift "Öko-Test" hat in Ihrer September Ausgabe sogar zu Tage getragen, dass es Energiesparlampen auf dem deutschen Markt gibt, die mehr Energie verbrauchen, als normale Glüh-Leuchtmittel.

      Und dabei ist das noch nicht einmal der negativste Aspekt der Energiesparlampen. ESL stellen eine große Belastung der Umwelt dar, denn sie dürfen nicht einfach in den Hausmüll geworfen werden, sondern sind Sondermüll, welcher aufwendig entsorgt werden muss.

      Energiesparlampe ESL Entsorgung Sondermüll
      Vor allem das sehr giftige Quecksilber in den Energiesparlampen birgt ein großes Gefahrenpotenzial in sich.

      Möchte man wirklich eine Lampe im Kinderzimmer oder im Wohnzimmer anbringen, welche solche Stoffe freisetzt, wenn sie versehentlich zerbricht? Die LED hingegen ist absolut frei von solchen Giftstoffen und verfügt über eine Ersparnis bei der Stromaufnahme, von der die meisten Energiesparlampen nur träumen können.



      Test von Energiesparlampen in der Stiftung Warentest 04/2010

      Das Testmagazin Stiftung Warentest hat im April Magazin 2010 28 Energiesparlampen getestet. Das Urteil der Experten: "Enttäuschend - anders kann man das Ergebnis nicht nennen". Der Energiesparlampentest hat gezeigt, dass fast 60% der Lampen nur mit "ausreichend" bewertet wurden, 6 Sparlampen erhielten sogar die Note "mangelhaft".

      Die Tester bemängelten folgende Punkte bei den Energiesparlampen:
      - sehr kurze Brenndauer der Lampen, die meisten fielen bereits nach 6.000 Stunden aus.
      - lange Einschaltzeiten von aktuellen Energiesparlampen. Einige Exemplare haben bis zu 5 Minuten gebraucht, um 100% Helligkeit zu geben.
      - Giftiges Quecksilber ist und bleibt das leidige Thema der Energiesparlampen.
      - ESL Lampen sind sehr empfindlich gegenüber häufigem Ein- und Ausschalten.

      Man hat natürlich die Wahl zu LED Energiesparlampen zu greifen. Die LED Energiesparlampen z.B. von BIOLEDEX brennen extrem lange, durchschnittliche Lebensdauer beträgt bei LED Lampen ca. 50.000 Stunden. LED Energiesparlampen schalten sich sofort ein und müssen sich nicht aufwärmen. Zudem enthalten LED Birnen sowie andere LED Leuchtmittel kein Quecksilber und zu guter Letzt sind LED Energiesparlampen völlig unempfindlich gegenüber häufigen Schaltzyklen.


      Interessant ist auch der finanzielle Vergleich der LED mit Glühbirnen:

      um die gleiche Lichtstärke wie eine 60 Watt Glühbirne zu erhalten, braucht eine LED-Lampe ca 8 Watt Leistungsaufnahme. Auf die angegebenen mind 10.000 Stunden Haltbarkeit (ich weiß es werden tw. 50.000 Stunden angegeben, ist meiner Meinung nach aber nicht realistisch, da die Lichtausbeute schon nach rd 10.000 Stunden signifikant nachläst) bedeutet dies eine Stromersparnis von 10.000 x 52 Watt = 520Kwh x 0,20€/Kwh = 104€ Stromersparnis. Da relativiert sich auch der mit ca 30€ höhere Kaufpreis der Lampe (wobei der bei Massenproduktion wohl weiter sinkt)

      Aber warum rauscht dann Veeco ungebremst in die Tiefe????
      4 Antworten
      Avatar
      schrieb am 14.08.10 14:24:47
      Beitrag Nr. 59 ()
      Antwort auf Beitrag Nr.: 39.984.343 von Licher am 13.08.10 23:15:27der bescheuerte kursverlauf der letzten woche entbehrt wieder mal jeder logik. es bringt daher auch nichts, sich über das warum gedanken zu machen. super zahlen, super ausblick, super unternehmen. da gibts nichts zu rütteln und auch am led-markt insgesamt meiner meinung nach nicht. kann mir nicht vorstellen, dass eine neue revolutionäre technologie verschlafen wurde. ich sehe momentan nur wieder mal fiese kursmanipulationen durch irgendwelche noch bescheuerteren banken und sonstigen investoren. für mich alles zeichen, dass auch noch große billig rein möchten, weil die 3. welle bald anlaufen wird. den glauben, dass ein tolles unternehmen auch steigende kurse mitsich bringen muss, ahbe ich schon lange verloren (siehe amd).

      mein kusziel für ende 2010: 50 USD :)
      4 Antworten
      Avatar
      schrieb am 14.08.10 20:40:34
      Beitrag Nr. 60 ()
      Antwort auf Beitrag Nr.: 39.985.380 von onemilliondollarbaby am 14.08.10 14:24:47Hallo bin auch bei veeco drin. der kurs ist ja alles andere als super. aber in den letzten drei monaten sind 30% der insti. anleger ausgestiegen. die shortquote liegt bei knapp unter 24%. die nächste unterstützung liegt zwischen 29.5- 30 us-dollar. wenn diese fällt geht`s nochmal bis 22 us-dollar runter. ansonsten gute firma mit guten aussichten.
      4 Antworten
      Avatar
      schrieb am 17.08.10 20:33:14
      Beitrag Nr. 61 ()
      Antwort auf Beitrag Nr.: 39.985.915 von jha am 14.08.10 20:40:34sieht ja heute mal etwas besser aus. wenn man auch im aixtron forum liest, möchte man meinen, dass man sich ums LED-Geschäft keine Sorgen zu machen braucht. so sehe ich es auch. warum sollte veeco sonst seine meterologische sparte abgeben??? wohl um aus dem LED- Markt noch mehr rauszuquetschen.

      So stay long.

      mfg omd:cool:
      4 Antworten
      Avatar
      schrieb am 19.08.10 10:17:46
      Beitrag Nr. 62 ()
      das ist KEIN Kleingeld:

      Elec-Tech Chooses Veeco As Primary Provider of 130 MOCVD Tools
      Aug 15, 2010
      The firm hopes to become one of the top three LED companies in China within two years. It has selected the TurboDisc K465i system as its "tool of choice" for two new factories in Wuhu and Yangzhou, China.

      Veeco Instruments has reported that Elec-Tech International has selected its TurboDisc K465i Metal Organic Chemical Vapor Deposition (MOCVD) systems as its "tool of choice" for two new LED factories in Wuhu and Yangzhou, China.

      In August Veeco booked the initial systems from a large multi-tool purchase order from Elec-Tech's LED subsidiary, Elec-Tech Optoelectronic Technology (Wuhu). Elec-Tech International is a Shenzhen-listed electronics company that has signed a joint venture cooperative agreement with South Korean firm EpiValley to jointly develop the Chinese LED market.

      Tony Wang, Chairman of Elec-Tech commented, "Our Board of Directors has approved our plan to purchase 130 MOCVD tools to ramp production capacity at our two LED factories. Our goal is to become one of the top three LED companies by output and sales revenue in China within two years, focusing primarily on the general lighting and BLU market, but on other applications as well."

      Wang continued, "After a thorough evaluation of the available MOCVD products, we selected Veeco as our preferred and primary supplier for the vast majority of the 130 MOCVD systems we will be installing at our new factories. We believe that Veeco's MOCVD systems have low cost-of-ownership and proven high productivity, and will help us to achieve success in the LED market."

      Bill Miller, Executive VP and General Manager of Veeco's MOCVD Operations, commented, "We are extremely pleased that Elec-Tech has chosen Veeco for their production requirements as they build out their aggressive plans in China. We look forward to supporting this important new customer with our best-in-class systems and world-class applications process support."
      Avatar
      schrieb am 20.08.10 21:01:22
      Beitrag Nr. 63 ()
      Antwort auf Beitrag Nr.: 40.000.629 von onemilliondollarbaby am 17.08.10 20:33:14nach der hohen volatilität in den letzten monaten scheint veeco jetzt wohl einen boden gefunden zu haben. wird wohl erstmal eine weile seitwärts laufen. am jahresende sehen wir wieder höhere kurse. das led-geschäft ist noch lange nicht am ende. es gibt noch ein bisschen was zu verdienen
      3 Antworten
      Avatar
      schrieb am 24.08.10 17:02:55
      Beitrag Nr. 64 ()
      Antwort auf Beitrag Nr.: 40.023.198 von jha am 20.08.10 21:01:22August 24, 2010, 9:42 AM ET.

      Veeco: Citi Adds To “Top Picks Live” List After Recent 30% Slide.
      By Eric Savitz

      Citigroup analyst Timothy Arcuri this morning added shares of Veeco (VECO) to his firm’s Top Picks Live list of their best stock ideas, asserting that the Street has overly discounted the stock on worries about falling demand in the company’s solar and LED equipment businesses. He notes that the stock is down about 30% this month, and that about a quarter of the float is sold short.

      Arcuri today cut his 2010 EPS outlook to $4.48, from $4.58, but he upped his 2011 view to $4.85, from $4.66.

      “We now have increased confidence that orders should remain robust through year-end
      and even into Q1 2011,” he writes. “The set-up for the stock is again very favorable is we are right about orders.”

      Arcuri notes that concerns about TV backlighting orders in Taiwan and Korea have driven down the stock this month, but he says “supply remains fundamentally very tight.”

      http://blogs.barrons.com/techtraderdaily/2010/08/24/veeco-ci…

      Aus dem Aixtronforum!
      2 Antworten
      Avatar
      schrieb am 25.08.10 07:19:07
      Beitrag Nr. 65 ()
      Antwort auf Beitrag Nr.: 40.037.260 von onemilliondollarbaby am 24.08.10 17:02:55Press Release Source: Veeco Instruments Inc. On Tuesday August 24, 2010, 5:00 pm EDT
      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Veeco Instruments Inc. (Nasdaq: VECO - News) announced today that its Board of Directors has authorized the repurchase of up to $200 million of the Company’s common stock over the next year.
      “This authorization reflects our continued confidence in and positive outlook for our business,” said John R. Peeler, Veeco’s Chief Executive Officer. “Our strong cash position and cash flow from operations will allow us to execute share repurchases while retaining the flexibility to continue to invest in other opportunities to grow our business. Our Board of Directors strongly believes that Veeco’s stock currently presents an attractive investment for the Company and its stockholders.”

      Repurchases are expected to be made from time to time on the open market or in privately negotiated transactions in accordance with applicable federal securities laws. The timing of repurchases and the exact number of shares of common stock to be purchased will depend upon market conditions, SEC regulations, and other factors. The repurchases will be funded using the Company’s available cash balances and cash generated from operations. The program does not obligate the Company to acquire any particular amount of common stock and may be modified or suspended at any time at the Company’s discretion.
      Avatar
      schrieb am 25.08.10 19:43:42
      Beitrag Nr. 66 ()
      Antwort auf Beitrag Nr.: 40.037.260 von onemilliondollarbaby am 24.08.10 17:02:55diese news zeigt den gesunden zustand von veeco. wenn die shorties sich ausgetobt haben steigt der kurs auch wieder. wer etwas geduld mitbringt wird hier noch belohnt werden. ist zur zeit nicht berauschend aber veeco geht seinen weg
      Avatar
      schrieb am 26.08.10 11:51:27
      Beitrag Nr. 67 ()
      LED brummt:

      MPI looks to 20-30% sequential revenue growth in 3Q10


      Ingrid Lee, Taipei; Jessie Shen, DIGITIMES [Thursday 26 August 2010]

      Wafer-test probe card specialist MJC Probe (MPI), which also makes LED testing and solar ingot slicing tools, expects its consolidated revenues to grow another 20-30% sequentially in the third quarter after having seen a 60% revenue growth in the second quarter.

      In the second quarter, MPI's probe card business contributed 42% of its total revenues, followed by the LED tester segment with 38%. The latter business is expected to account for 50% of MPI's third-quarter revenues, surpassing the former, the company said.

      MPI revealed shipments of its LED probers and sorters reached 677 sets in the second quarter, up 73% from the 391 shipped in the first quarter. Meanwhile, it shipped a total of 935,000 probe cards in the second quarter, showing a relatively modest increase compared to the first quarter when it shipped 803,000 units.

      MPI noted growing shipments of LED testers will continue buoying its revenue growth in the third quarter. However, shipments of its probe cards are likely to stay flat on quarter due to order slowdown from LCD driver IC customers, the company indicated.

      As for solar ingot slicing equipment, MPI said shipments will remain flat sequentially in the third and fourth quarters. The business contributed 19% of MPI's second-quarter revenues, according to the company.

      MPI posted net income of NT$242 million (US$7.56 million) in the first half of 2010, compared to losses of NT$48 million a year ago. The earnings translated into an EPS of NT$3.15, compared to a negative EPS of NT$0.67 during the same period of 2009.
      Avatar
      schrieb am 07.09.10 18:38:30
      Beitrag Nr. 68 ()
      Habe für Neo-Neon mal einen Thread angelegt: Thread: Neo-Neon - chinesischer LED-Hersteller
      1 Antwort
      Avatar
      schrieb am 07.09.10 18:39:36
      Beitrag Nr. 69 ()
      Antwort auf Beitrag Nr.: 40.112.953 von R-BgO am 07.09.10 18:38:30deswegen: http://www.ledsmagazine.com/news/7/9/3
      Avatar
      schrieb am 18.09.10 15:05:10
      Beitrag Nr. 70 ()
      hier eine einschätzung zum gegenwärtigen kurs von veeco: http://www.finanznachrichten.de/nachrichten-aktien/veeco-ins…
      1 Antwort
      Avatar
      schrieb am 17.10.10 19:57:11
      Beitrag Nr. 71 ()
      Antwort auf Beitrag Nr.: 40.173.269 von jha am 18.09.10 15:05:10
      Veeco Expands Reach in HDD Sector

      Veeco announced it has been selected by hard disk drive manufacturers for critical technology that enables higher areal density for next generation thin film magnetic heads.

      "Recent orders for our NEXUS TAMR Physical Vapor Deposition (PVD) System and the NEXUS Chemical Vapor Deposition (CVD) System, combined with proven eight inch wafer capabilities, demonstrate Veeco's continued technology leadership position as a partner that enables disk drive manufacturers to increase storage capacity," commented Robert P. Oates, Executive Vice President, Data Storage. "We are also working closely on other active technology programs, such as diamond-like carbon deposition for head overcoat and hard bias solutions. Technologies like these are critical to increasing areal density to 1 Tb/in2 and beyond."

      According to a release, the NEXUS TAMR (Thermal Assisted Magnetic Recording) System leverages Veeco's production-proven high rate reactive alumina platform and proprietary process control. The NEXUS CVD system enables ruthenium deposition for advanced perpendicular magnetic recording (PMR) for areal densities >500Gb/in2.

      Veeco makes equipment to develop and manufacture LEDs, solar panels, hard disk drives, and other devices."
      Avatar
      schrieb am 26.10.10 01:28:12
      Beitrag Nr. 72 ()
      Die spinnen die Amis: Rekordumsatz in Q3, Rekordgewinn in Q3, ca. 5$ Gewinnerwartung in 2010 ergibt KGV <8 !!! Folge: Aktie bricht nachbörslich über 7% ein!!
      Einziges Manko: Auftragseingang LED 6% unter Rekordquartal von 260 auf 243mio gefallen. Book to Bill in Q3 für Veeco bleibt trotz Rückgang >1.
      Bei einem Auftragsbestand von ca 600mio sind die nächsten 8 Monate schon voll ausgelastet. Und dann dürfte die nächste Auftragswelle für die Allgemeinbeleuchtung kommen. Wohl die billigste High-tech Aktie.
      Übrigens sind 31% der Veeco-Aktien short verkauft. Sollte die Stimmung wieder positiv werden (z.B. hohe Auftragseingänge) dürfte die Aktie hoch schießen.


      NEW YORK (TheStreet) -- Shares or Veeco Instruments(VECO_) are sliding in the after-hours session on Monday. The LED equipment maker beat Street expectations for the third quarter, but its outlook included uncertainty over fourth-quarter revenue streams that could be spooking investors.

      Veeco shares were down 7% in early after-hours trading.

      Expectations were very high for Veeco ahead of earnings, and the LED equipment maker did beat in the third quarter, reporting earnings per share of $1.46 and revenue of $277 million. The Street had been forecasting earnings per share of $1.25 on revenue of $274 million.

      The potential pushback of Veeco revenue to next year and its impact on the outlook for the rest of the year is more important to trading sentiment than the printed numbers.

      Veeco CEO John Peeler stated in the earnings report, "We have recently experienced rescheduling of tool shipments from the fourth quarter into the first quarter by several customers in Korea and Taiwan."

      The Veeco CEO also said of Chinese orders scheduled for the fourth quarter, "While we currently expect that these tools will ship over the next few months, timing of revenue could shift into the first quarter due to customer facility readiness."

      Veeco's fourth quarter 2010 revenue is forecast to be between $285 and $320 million. The Street was looking for $310 million. Earnings per share are currently forecast at $1.46 to $1.74. The Street was looking for $1.47 per share. While the low-end of Veeco's earnings outlook for the fourth quarter would be below the Street, that's likely not the trigger for selling.

      Investors have been concerned about overheating in the Chinese market where Veeco has a huge presence, and concerned about any pullback in Chinese equipment ordering. Thus, the comment on a push back of revenue from Asia could be viewed as a sign of trouble to come.

      Mark Miller, analyst at Noble Financial Group, said it's not a surprise that the shorts would jump all over any sign of weakness from Veeco. The stocks, and its peer stocks in the LED space have been favorites of short investors. Miller, though, noted that it was a record quarter for Veeco in terms of earnings and revenue, and gross margin improvement was a surprise, up near a double-digit percentage. Nonetheless, the LED equipment maker's backlog and bookings were slightly down. "It's still near record levels, but the shorts will pound on it," the analyst said.
      Veeco bookings were $347 million in the second quarter, and fell to $243 million in the third quarter. LED segment orders, in particular, fell from $260 million to $243 million.
      The issue for Veeco is whether any weakness in the outlook and in the order backlog is a short-term hurdle before growth accelerates again, or indicative of a peak.

      "The type of ramp Veeco has had in its business can't go on forever, and the question is from a peak how far down does it go," Miller said. "It looks like Veeco's business will stay at high levels in the first half of next year, and then general lighting should come on stronger," he added.

      The slowdown in the backlighting market for flat-panel televisions which pushed all the LED stocks down in August should not make the commentary from Veeco a major surprise. "I think December will be the peak earnings quarter and maybe the last quarter was the peak bookings quarter, but it's not a collapse," Miller said.

      Shares of Aixtron(AIXG_), which operates in the Asian markets where Veeco said orders may be pushed back, were down 3.5% in after-hours trading. Aixtron doesn't have as much exposure to China as Veeco, but it is a major player in the other Asian markets for LED equipment ordering.

      Cree(CREE_), the LED industry bellwether, disappointed investors for the second straight quarter with its earnings last week, even as it beat on the bottom line. There were arguments from analysts headed into the Veeco earnings that the Cree disappointment wouldn't reflect the Veeco numbers, and Veeco shares did not sell off after the Cree earnings decline. However, even though investors didn't play Veeco as a derivative trade on Cree, Veeco bulls didn't expect the weakness exposed in the Veeco report either.

      Analysts expected Veeco to be the outperformer this quarter, but had not expected the booking and backlog to decline, and the commentary about revenue delays from the LED equipment maker.

      -- Written by Eric Rosenbaum from New York.
      Avatar
      schrieb am 08.11.10 14:56:03
      Beitrag Nr. 73 ()
      seht ihr mittelfristig bis März 2011 Kurse um die 40?
      1 Antwort
      Avatar
      schrieb am 09.11.10 11:34:43
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 40.475.224 von pummel1310 am 08.11.10 14:56:03basierend auf den üblichen Fundamentalbewertungen, liegt mein persönliches Kursziel für Veeco auf 6-Monatssicht bei 70$. Bei einem erwarteten Gewinn von 5$ in 2011 entspricht das einem KGV von 14 (cashbereinigt 11), was für ein stark wachsendes Hightech Unternehmen in einem Oligopol für die Nasdaq eher günstig ist. Die Unternehmensbewertung mit 2,9mrd (KUV 2,8)wäre dann zwar anspruchsvoll, liegt aber nur unwesentlich über der heutigen Aixtron-Bewertung. Zudem verfügt Veeco zum Ende 2010 nach dem Optoverkauf über ca 500mio$ Netcash (fast 12$/Aktie)
      Avatar
      schrieb am 16.11.10 16:13:53
      Beitrag Nr. 75 ()
      Antwort auf Beitrag Nr.: 38.701.844 von petzfritz am 10.01.10 01:18:23Naja so schlecht war meine Prognose ja nicht!

      >>Warum so viel für eine Aktie zahlen wenn´s auch billigere gibt?<<

      http://www.cvdequipment.com/" target="_blank" rel="nofollow ugc noopener">http://www.cvdequipment.com/

      CVD Equipment Corporation Announces 3rd Quarter Results

      RONKONKOMA, N.Y.--(BUSINESS WIRE)--CVD Equipment Corporation (NASDAQ: CVV) today announced its financial results for the three and nine months ended September 30, 2010.

      Our revenue for the three and nine month periods ended September 30, 2010 reached approximately $4,032,000 and $11,135,000 respectively, an increase of 13.4% and 1.4% above the revenue of $3,557,000 and $10,984,000 respectively for the three and nine month periods ended September 30, 2009. Our net income of approximately $143,000 and $156,000, $0.03 per share basic and diluted for the current three and nine month periods exceeded our net income of $103,000, $.02 per share basic and diluted, for the three months ended September 30, 2009 and the net income of $27,000, $.01 per share basic and diluted for the nine months ended September 30, 2009 by 38.8% and 478.8% respectively. The increased order levels we began to experience earlier this year as a result of increased interest in energy generation, energy savings, nanotechnology, semiconductor and MEMS fields, as well as the improved availability of funds for our customers to purchase capital equipment are beginning to be converted into revenue. Profitability during the first six months of 2010 was a result of our cost containment efforts whereas, 3rd quarter profitability was additionally driven by increased revenue, a trend we expect to continue. The gross profit margins for the nine months ended September 30, 2010 increased to 33.7% compared to 31.8% for the nine months ended September 30, 2010.

      During the first nine months of 2010, our markets for equipment sales improved and we received approximately $17.2 million in new orders, the highest level of orders ever received during a January to September nine month period. This is a strong indication that we are positioned with the right products and capabilities to meet our customer requirements. Based on the markets we serve in Nanotechnology and Energy, we expect this trend to continue both in the short and long term.

      We continue to utilize and expand our Application Laboratory capabilities for new product developments and increasing customer material requirements in the Alternative Energy, Solar, Nanomaterial and Semiconductor fields. The addition early this year of selling CVDGraphene™ materials, is being well received by researchers worldwide in the electronic, material and bio science fields. These material sales are helping to generate additional First Nano equipment sales.

      As of September 30, 2010 our backlog was approximately $7,634,000, an increase of 200% and 71% over the backlog of $2,549,000 at December 31, 2009 and $4,464,000 at June 30, 2010. Timing for completion of the backlog varies depending on the product mix and can be as long as two years. Order backlog is usually a reasonable management tool to indicate expected revenues and projected profits, however, it does not provide assurance of future achievement or profits as order cancellations and project delays are possible. Quarter to quarter backlog can vary based on the timing of order placements and shipments.

      Leonard Rosenbaum, President and Chief Executive Officer states, “During the three months ended September 30, 2010 order levels are trending upward across a broad range of products. This trend has continued into the next period, as we received approximately $5,061,000 of new orders during the month of October. The $5M per month order levels reached in September and October, perhaps not sustainable continuously in the short term, are an indication of the continued steady growing acceptance of our products and solutions over many years. We do however expect continued quarter to quarter order level increases in the foreseeable future.

      Our First Nano product line has become a leading platform for R&D at industrial, government and university research laboratories. Our custom CVD products are providing industrial manufacturing equipment and process solutions for a wide range of applications. Our state-of-the-art systems and solutions are being used by customers throughout the world in the fields of Solar, Superconductivity, Electronics, Energy and Nanotechnology. We will continue to add new products and customers to augment the products and loyal customer relationships we have developed over 28 years. Our designs, technologies and manufacturing capabilities are the backbone of our Company and will continue to provide opportunities for continued business growth. I repeat what I said in announcing our 2nd Quarter results… this growth trend is not an aberration, it is the result of the hard work of our dedicated employees that started 28 years ago and it continues to gain mass like a snowball going down a hill.”

      CVD Equipment Corporation is a global designer and manufacturer of equipment for use in research and manufacturing of semiconductors, solar cells, nanotubes, nanowires, graphene, products requiring chemical vapor deposition and equipment for gas handling and surface mounting of components onto printed circuit boards.

      The Private Securities Litigation Reform Act of 1995 provides a "safe harbor" for forward-looking statements. Certain information included in this press release by CVD Equipment Corporation (CVD), as well as information included in oral or other written statements made or to be made by CVD, contains statements that are forward-looking. All statements other than statements of historical fact are hereby identified as "forward-looking statements," as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward looking information involves a number of known and unknown risks and uncertainties that could cause actual results to differ materially from those discussed or anticipated by management. Potential risks and uncertainties include, among other factors, industry specific and general business conditions, competitive market conditions, success of CVD's growth and sales strategies, possible customer changes in delivery schedules, cancellation of orders, delays in product shipments, delays in obtaining parts from suppliers, failure to satisfy customer acceptance requirements and other risk factors described in CVD’s SEC filings. All forward-looking statements are based on management's estimates, projections and assumptions as of the date hereof and CVD assumes no obligation to update this press release.

      CVD Equipment Corporation
      Comparative Operating Results for the

      Three months Ended Nine Months Ended
      9/30/10 9/30/09 9/30/10 9/30/09
      Revenue $ 4,032,000 $ 3,557,000 $ 11,135,000 $ 10,984,000
      Cost of revenue 2,612,000 2,124,000 7,386,000 7,494,000

      Gross profit 1,420,000 1,433,000 3,749,000 3,490,000
      Gross Margin % 35.2 % 40.3 % 33.7 % 31.8 %
      Operating expenses 1,270,000 1,250,000 3,527,000 3,392,000

      Operating income 150,000 183,000 222,000 98,000
      Net income 143,000 103,000 156,000 27,000

      Net income
      Per share basic $ 0.03 $ 0.02 $ 0.03 $ 0.01
      Per share diluted 0.03 0.02 0.03 0.01

      Weighted average shares of
      common stock outstanding
      Basic 4,784,142 4,761,100 4,779,347 4,760,503
      Diluted 4,799,590 4,806,946 4,796,323 4,804,290
      Contacts
      CVD Equipment Corporation
      Investor Relations:
      Tel: 631-981-7081
      Fax: 631-981-7095
      investorrelations@cvdequipment.com

      http://www.businesswire.com/news/home/20101115007710/en/CVD-…
      Avatar
      schrieb am 02.12.10 15:35:05
      Beitrag Nr. 76 ()
      hier rührt sich ja gar nichts
      denke werde wieder mit Verlust verkaufen
      1 Antwort
      Avatar
      schrieb am 05.12.10 13:44:15
      Beitrag Nr. 77 ()
      Antwort auf Beitrag Nr.: 40.632.298 von pummel1310 am 02.12.10 15:35:05viele sehen jetzt aber einen breakout bis 60 Dollar...:cool:
      Avatar
      schrieb am 22.12.10 11:34:20
      Beitrag Nr. 78 ()
      WaferNEWS Watch: China hitting the dimmer on LEDs?

      Posted on 12/21/2010
      Veeco's stock was nudging $50/share less than two weeks ago, but in the last five days has lost 19% of its value. Aixtron's lost about 9% during the same period. What's going on? Despite their recent assurances to the contrary, Citi's Tim Arcuri is increasingly pessimistic about a possible change in China's MOCVD subsidies that could send tool orders plummeting in 2011. Officials are becoming "very concerned" about misuse of the funds offered in the program, he said, citing no "smoking gun" but instead "a mosaic of discussions with China LED makers, policy makers, and other sources" within China. TheStreet cites a Chinese newspaper quoting a Yangzhou official that the subsidies will be cut off July 1, and that some companies have applied for the subsidy "that didn't even know the first thing about LED production."

      Still, other analysts cited by TheStreet weight that much of this chatter is at the local level and may be part of metropolitan competition. Avian Securities' Andy Abrams points out that to reach its stated goal of 33% share of LED production by 2012, China will need another 500+ tools, on top of the 370 expected installations by early 2011. Chinese LED companies serious about being real players won't cancel orders, he surmises, they'll just find other ways to fund them. The real question, he says, is not whether China will dump its subsidy program -- but whether and how fast the market improves for LED backlighting.


      Still bullish on semi capital intensity

      Credit Suisse's Satya Kumar raised his semiconductor capex estimates for 2010, and all the way through 2012, believing that NAND, foundry, and Intel spending will more than offset a decline in DRAM capex. He sees 2011 capex now at nearly 9%, vs. flattish, and 2012 capex at $35B, vs. $30B-$32B previously. Shipments should plateau at ~10% levels through 2Q11, which is better than his prior view of this "mid-cycle pause."

      Why more bullish? He reiterates his argument that semiconductor capital intensity is only increasing -- from ~5.2% in 2009 to ~10.5% in 2011-2012 (prior peaks: 12.6% in 2007, 15.8% in 2000) -- due to a pushout of 450mm wafer-size transition, accelerating product cycles and penetration, increasing cost/wafer starts per month for new logic and foundry capacity, and a transition in memory spending from shrink to capacity adds.

      And industry companies seem to be rallying to the bullish flag. ASML's big bookings hike, a company with long product lead times, "impl[ies] others will see upside eventually," Kumar writes. At its midquarter update NVLS raised its 4Q10 bookings guidance, and VSEA, LRCX, and CYMI "have sounded incrementally more confident," he adds.
      Avatar
      schrieb am 22.12.10 11:43:08
      Beitrag Nr. 79 ()
      klingt dies bullish für Veeco
      denke nein
      Avatar
      schrieb am 04.01.11 21:20:13
      Beitrag Nr. 80 ()
      Avatar
      schrieb am 04.02.11 09:09:53
      Beitrag Nr. 81 ()
      seht ihr Kurse über 40€ kurz-mittelfristig möglich?
      Avatar
      schrieb am 08.02.11 10:55:17
      Beitrag Nr. 82 ()
      http://www.businessgreen.com/bg/news/2024510/department-ener…

      "SunShot"

      "... PPG and Veeco were awarded $3.1m and $4.8m to support work on new thin-film solar cells ..."
      Avatar
      schrieb am 15.03.11 15:15:29
      Beitrag Nr. 83 ()
      Hallo
      es ist unvernünftig Veeco zu verkaufen
      Solaranlagen sind im kommen und LED verbrauchen weniger Strom.
      Avatar
      schrieb am 06.05.11 22:31:23
      Beitrag Nr. 84 ()
      Share prices and market share

      semiconductorTODAY Compounds&AdvancedSilicon • Vol. 6 • Issue 3 • Apri/May 2011

      In the run up to May’s annual CS MANTECH Compound Semiconductor
      Manufacturing Technology conference in Indian Wells, Palm Springs, the
      industry is in good underlying health. As we went to press with this issue,
      many firms were reporting high year-on-year growth (for details, see
      www.semiconductor.com) — to be reported next issue. However, many
      also reported greater-than-seasonal drops in revenue quarter-to-quarter.
      In some cases, this can be attributed to company-specific trends such as
      RFMD still being heavily dependent on Nokia which, during the smartphone
      boom, has lost market share to Samsung and Apple (see page 9).
      In other cases, results are more generally market dependent, such as
      LED makers Cree and SemiLEDs both reporting revenue below guidance
      (see pages 42 and 38, respectively). Both blame pricing pressure and (in
      the case of Cree) lower sales of LED chips and components as inventories
      are worked through at customers such as LCD TV back-light unit (BLU)
      manufacturers. Back up the supply chain, Q1/2011 has also seen drops in
      revenue for MOCVD reactor makers Aixtron and Veeco.
      Consequently, the lower-than-forecast Q1/2011 sales and profits of the
      likes of Cree and SemiLEDs led to drops in the share prices of not only
      those firms but also otherwise rapidly growing firms like sapphire
      substrate maker Rubicon Technologies.
      Some financial analysts, focused on Cree and SemiLEDs (due to the
      latter’s initial public offering of shares last December) have been
      speculating whether those firms’ results are representative of the LED
      sector as a whole, and whether the boom in the LED industry is over.
      Its true that, driven by solid-state lighting initiatives, Chinese government
      subsidies have inflated investment in LED fabrication plants and MOCVD
      reactors. According to SEMIs in its quarterly ‘Opto/LED Fab Forecast’,
      61 new LED fabs are coming online over 2010–2012 (mainly in China),
      with 50% capacity expansion in 2011 driving 40% growth in fab equipment
      spending (following a tripling last year) — see article on page 88. IMS
      Research reckons that MOCVD reactor shipments grew by 250% from 228
      in 2009 to 798 in 2010 — see article on page 90. However, IMS forecasts
      no slowing of the MOCVD market in 2011, with annual shipments rising
      37% to possibly exceed 1000 reactors for the first time.

      Although some are warning of overcapacity in the LED sector, IMS reckons
      that, as Chinese uptake and economies of scale drive LED prices down,
      solid-state lighting will emerge fully.
      While Cree’s revenues are falling, the
      pricing pressure is not necessarily an indicator of reduced demand but
      increased (lower-cost) competition. Indeed, just on 2 May, The Korea Times
      reported that LG Display is terminating its contract with Cree for LED chips
      for its liquid-crystal display (LCD) panels, partly through diversifying to
      other suppliers and partly through LG Group’s component affiliate LG Innotek
      improving the yields of its own, in-house produced LED chips.
      As well as the prospects for solid-state lighting, other sectors showing
      both technology and market developments include ultraviolet LEDs
      (as reported by Yole Développement in the article on page 79).
      Mark Telford, Editor
      mark@semiconductor-today.com

      http://www.semiconductor-today.com/latestissue.htm

      Gruß
      :):cool: baggo-mh
      Avatar
      schrieb am 06.05.11 23:21:22
      Beitrag Nr. 85 ()
      falscher thread - sorry.
      Avatar
      schrieb am 05.07.11 11:36:35
      Beitrag Nr. 86 ()
      Hallo Leute,
      gibt es eine Info über Vecco-
      es gibt keinen Kurs
      Avatar
      schrieb am 21.07.11 10:05:23
      Beitrag Nr. 87 ()
      Hallo Leute,
      ich habe mit die Homepage von Vecco instruments angesehen-
      schaut nicht schlecht aus, wenn man bedenkt, dass LED und
      Solar doch die Zukunftsmärkte sind
      Jeder wie er meint, die Analysten sagen heute kaufen und morgen verkaufen.
      Eine Investition ist doch eher langfristig zu sehen
      Avatar
      schrieb am 21.07.11 15:31:44
      Beitrag Nr. 88 ()
      Avatar
      schrieb am 29.07.11 13:18:46
      Beitrag Nr. 89 ()
      ich bin bei 40 rein, jetzt aktuell 26
      alles nur die dolalrschwäche?
      denn in USA ist Kursziel weiter 52USD
      Avatar
      schrieb am 03.08.11 15:03:20
      Beitrag Nr. 90 ()
      die Aktie ist ein Wahnsinn - nur gegen Süden
      8% an einem Tag!
      da sich keiner mehr rührt, sind alle wohl schon raus
      Avatar
      schrieb am 29.09.11 10:35:52
      Beitrag Nr. 91 ()
      Hallo Leute,
      Anlagen zur Erzeugung von LEDs als Ersatz für die Glühbirnen können nur verkauft werden
      wenn man die Produktionskosten senken kann.
      Avatar
      schrieb am 18.10.11 10:36:55
      Beitrag Nr. 92 ()
      Watchlist !!!
      Avatar
      schrieb am 19.10.11 13:11:41
      Beitrag Nr. 93 ()
      @ timefactor

      roger that wann steigst n ein
      Avatar
      schrieb am 26.10.11 09:50:59
      Beitrag Nr. 94 ()
      Veeco 3Q11 results meet guidance

      Press release; Jackie Chang, DIGITIMES [Wednesday 26 October 2011]


      Veeco Instruments has announced its financial results for the third quarter ended September 30, 2011. Veeco reports its results on a US GAAP basis, and also provides results excluding certain items.

      Veeco reported third-quarter revenues of US$268 million, a 3.3% on-year decrease. Net income resulted in US$52.6 million and diluted earnings per share (EPS) for the quarter was US$1.31.

      John R Peeler, Veeco's CEO, commented, "Veeco reported a solid third quarter, with revenues of US$268 million, non-GAAP net income and earnings per share of US$53 million and US$1.33, respectively, all at the mid to high end of our guidance. LED and solar revenues increased 7% sequentially to US$234 million, including US$220 million in MOCVD, while data storage revenues were US$34 million, down 25% sequentially. Veeco has continued to execute within the challenging overall business environment, particularly in China, where customer facility readiness and credit tightening remain significant issues. Veeco's new MaxBright MOCVD System represented nearly half of the quarter's MOCVD revenue, including broad-scale customer acceptance at tier one LED manufacturers."

      "Veeco's third quarter orders were impacted by weak near-term LED industry demand, low MOCVD equipment utilization rates in Asia, and decreased business activity in China," commented Peeler. "In addition, negative global macro-economic data points caused customers to slow or cut their capacity expansion plans." Veeco's third quarter bookings were US$133 million, a decline of 57% sequentially. LED & Solar orders declined 59% sequentially to $112 million, with MOCVD orders at US$103 million. Data storage orders were US$21 million, down 44% sequentially."

      During the third quarter, under its Board authorized share buy-back program initiated in August 2010, Veeco purchased US$154 million in stock at an average price of US$38.63 per share.

      Veeco's fourth quarter 2011 revenue is currently forecast to be between US$175-215 million. EPS are currently forecast to be between US$0.46-0.78 on a GAAP basis. For the full year, Veeco's guidance is US$0.963-1.0 billion, with earnings per share forecasted to be between US$4.49-4.79 on a GAAP basis.

      Peeler indicated, "Despite the difficult overall environment, we are proud that the Company expects to deliver US$1 billion in 2011 revenue at the high end of guidance. This is a tremendous accomplishment and speaks to our technology leadership position, close connectivity to our global customers and ability to execute in a challenging environment."

      "Our current expectation is orders will remain depressed for a few quarters," continued Peeler. "While there are many data points indicating that LED lighting is accelerating, weak backlighting demand continues to cause low factory utilization rates. In data storage, planned industry consolidations combined with weak PC demand is causing our key customers to delay capex. In addition, global macro-economic concerns will likely have a dampening effect on our business heading into 2012."

      "While we do not know how long this slowdown will last, LED pricing declines will continue to stimulate demand for solid state lighting on a global basis. We expect wide-spread adoption of LED lighting led first by the commercial, municipal and industrial sectors, which make up 75% of the lighting market, followed by residential users as economic benefits of using LED-based products become more apparent. Despite some level of cyclicality which is to be expected, there is an enormous multi-year growth opportunity for MOCVD, aligning with our overall expectation of more than 5,000 reactors from 2011-2015. With the industry's most productive MOCVD platforms, Veeco's market position is the best it has ever been. We believe Veeco can continue to gain share as LED lighting hits an inflection point in 2012 and 2013," Peeler concluded.
      Avatar
      schrieb am 28.10.11 16:54:18
      Beitrag Nr. 95 ()
      So, bin seit gestern 18,10 EUR auch im Wert drin - und gleich Vorschusslorbeeren.
      Ist für mich ein Langfristwert, aber ich frage mich ob bei schwach in Europa gehandelten US-Werten ein Traden über außerbörslichen Handel möglich ist. So wie gestern, erlebte ich es in den letzten zwei Jahren ein Dutzend Male: eine starke US-Eröffnung zeichnet sich ab (Dax dick im Plus, Aixtron ebenfalls), der Wert aber zu Kursen von gestern zu haben. Gleich nach US-Eröffnung 10% nach oben geschnellt...
      Werde das Thema auf jeden Fall mal verfolgen.
      Avatar
      schrieb am 05.11.11 18:19:44
      Beitrag Nr. 96 ()
      Die Frage ist jetzt nicht mehr, ob das LED-Geschäft wieder in Schwung kommt, sondern mit welchem Unternehmen man jetzt die besten Renditen erzielt in den nächsten Monaten.

      Bei AIX habe ich einen guten Einblick, bin aber sicher,
      dass ich mir 2 oder 3 weitere kleine Unternehmen, wie
      Nexxus etc. ins Depot lege...
      Avatar
      schrieb am 14.02.12 15:32:37
      Beitrag Nr. 97 ()
      SemiLEDs Qualifies Veeco MOCVD System for High Volume LED Production

      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Feb. 7, 2012-- Veeco Instruments Inc. (Nasdaq: VECO) announced today that SemiLEDs Corporation (Nasdaq: LEDS) has recently qualified the TurboDisc® K465i™ gallium nitride (GaN) Metal Organic Chemical Vapor Deposition (MOCVD) System for high-volume production of high brightness light emitting diodes (LEDs) at its state-of-the-art manufacturing facility in Taiwan.

      Chuong A. Tran, Ph.D., President, Chief Operating Officer, of SemiLEDs commented, “We have placed Veeco’s K465i system into our production facility in Taiwan. In addition to their proven MOCVD technology, Veeco’s commitment to providing best-in-class LED manufacturing equipment, as well as enhanced local support with their technology center in Hsinchu, makes the selection of Veeco as our vendor a logical choice.”

      William J. Miller, Ph.D., Veeco’s Executive Vice President, Process Equipment, commented, “We are very pleased SemiLEDs chose Veeco to be a new supplier of MOCVD equipment. Our TurboDisc K465i platform consistently offers excellent productivity while keeping production costs low. Our Taiwan Technology Center will help the SemiLEDs Taiwan team learn best practices to maximize the value of their new system and grow as a leader in the energy-efficient lighting market.”
      Avatar
      schrieb am 02.05.12 16:10:45
      Beitrag Nr. 98 ()
      Veeco Reports First Quarter 2012 Financial Results

      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Apr. 30, 2012-- Veeco Instruments Inc. (Nasdaq: VECO) announced its financial results for the first quarter ended March 31, 2012. Veeco reports its results on a U.S. generally accepted accounting principles (“GAAP”) basis, and also provides results excluding certain items. Please refer to the attached table for details of the reconciliation between GAAP operating results and Non-GAAP operating results. All results presented herein are for Veeco’s “Continuing Operations.”

      GAAP Results ($M except EPS)
      Q1 ‘12 Q1 ‘11
      Revenues $139.9 $254.7
      Net income $16.5 $58.0
      EPS (diluted) $0.42 $1.36

      Non-GAAP Results ($M except EPS)
      Q1 ‘12 Q1 ‘11
      Net income $19.0 $61.3
      EPS (diluted) $0.49 $1.44

      First Quarter 2012 Results

      John R. Peeler, Veeco’s Chief Executive Officer, commented, “We are executing well during the downturn in MOCVD demand. Veeco’s first quarter revenue reached the top of our guidance at $140 million. Adjusted EBITA and non-GAAP earnings per share were $25 million and $0.49, respectively, on strong performance on the gross margin line and good expense management.” Veeco generated about $42 million in cash flow from operations, ending the quarter with $524 million in cash and short term investments. First quarter LED & Solar revenues were $96 million, including $82 million in MOCVD and $14 million in MBE. Data Storage revenues were $44 million.

      “As anticipated, we experienced a weak bookings environment in Q1, with total orders of approximately $113 million,” continued Mr. Peeler. “LED & Solar orders totaled $85 million, with $70 million in MOCVD and $15 million in MBE. MOCVD orders increased 19% sequentially, with system orders from customers in Korea, China, Taiwan, Japan and North America. MBE orders increased 71% sequentially on production orders from wireless customers. Data Storage bookings declined 62% sequentially to $29 million as customer consolidation activity temporarily stalled capacity investments.” Veeco’s book-to-bill ratio was 0.81 to 1 and quarter-end backlog was $305 million.

      Second Quarter 2012 Guidance & Outlook

      Veeco’s second quarter 2012 revenue is currently forecasted to be between $120 million and $145 million. Earnings per share are currently forecasted to be between $0.20 to $0.40 on a GAAP basis, and $0.29 to $0.48 on a non-GAAP basis. Please refer to the attached financial table for more details.

      Mr. Peeler commented, “I am proud of our team’s ability to execute, stay nimble and deliver solid profitability in a tough year. We are experiencing growth in our Data Storage and MBE businesses, as well as in Services across all of our technologies. Veeco is focused on keeping our infrastructure lean and discretionary costs low, while at the same time developing next-generation technology solutions to drive future growth. We are on track to deliver 2012 revenue of $500-600 million.”

      Mr. Peeler continued, “While MOCVD bookings grew modestly in the first quarter, we have not yet seen a clear inflection in customer buying patterns. LED customers remain cautious about capacity investment plans and it is still unclear when the MOCVD market will recover. Some positive signs are emerging, including increasing tool utilization rates in Korea, Taiwan and China, and a pick-up in customer quoting activity.”

      “Overall, we are seeing positive trends in LED lighting – lower prices, more LED lamp products, and heightened consumer awareness. LED manufacturers are focused on how to position their businesses for growth as LEDs become the dominant lighting technology. Despite the business decline in 2012, we firmly believe that the future MOCVD market opportunity will be larger than what we have experienced so far. With leading market share, strong LED customer relationships, technology leadership, and lowest cost of ownership production systems, Veeco is poised for substantive long term growth in LED lighting,” concluded Mr. Peeler.
      Avatar
      schrieb am 26.11.12 13:25:12
      Beitrag Nr. 99 ()
      PLAINVIEW, N.Y.--(BUSINESS WIRE)-- Veeco Instruments Inc. (VECO) (Nasdaq: VECO) announced today that HC SemiTek Corporation (300323: CH), one of Chinas leading LED manufacturers, has purchased additional TurboDisc® MaxBright® GaN MOCVD Systems for high volume production of light emitting diodes (LEDs) for display and general lighting applications. The order, placed in the third quarter of 2012, was for Veecos new High Performance (MHP) version of the system.

      Dr. Rong Liu, President of HC SemiTek, stated, Veecos MOCVD products offer stable process and have already helped us to successfully produce high quality, high brightness LEDs. The addition of MaxBright MHPs to our manufacturing line will allow us to ramp additional production quickly, due to the seamless process transfer from our existing Veeco toolset.

      Jeff Hawthorne, Veecos Senior Vice President, MOCVD, commented, "We are pleased HC SemiTek has once again chosen Veecos MOCVD technology for their production requirements. The MaxBright MHP helps drive our customers productivity and yield, while reducing manufacturing costs.

      About the TurboDisc MaxBright MHP GaN MOCVD Multi-Reactor System

      The MaxBright MHP is the industry's most productive MOCVD system designed to manufacture high quality, high brightness LEDs, by providing as much as 20% within-wafer wavelength uniformity improvement, enhanced serviceability and a 15% increase in footprint efficiency as compared to the MaxBright. Higher yields are achieved from improved thermal and flow capability. This system leverages Veecos production-proven Uniform FlowFlange® technology and automation expertise by combining multiple high throughput MOCVD reactors in a modular 2- or 4-reactor cluster architecture.

      About HC SemiTek Corporation

      HC SemiTek Corporation, formerly Wuhan HC SemiTek Co., Ltd., is a leading LED chip supplier based in Wuhan, China, and traded publicly on the Shenzhen Stock Exchange. HC SemiTek is committed to R&D, production and sales of high-quality LED chips, mainly in GaN-based blue and green LEDs. Currently, they serve clients throughout the country, and their products have been successfully applied to a number of domestic key projects. More information can be found at http://www.hcsemitek.com/en/index.asp.
      Avatar
      schrieb am 12.04.13 12:41:16
      Beitrag Nr. 100 ()
      Digitimes Research: MOCVD shipments to reach 148 units in 2013
      Jessie Lin, DIGITIMES Research, Taipei [Friday 12 April 2013]


      Global MOCVD equipment shipments in 2013 are expected to total 148 units, representing an on-year decrease of 46%.

      According to Digitimes Research, this is because LED chipmakers have sufficient capacity and the number of LED chips used in LED TV backlighting has been decreasing, hence demand for MOCVD machines is forecast to fall in 2013.

      Veeco is predicted to continue dominating the market with 60.2% of market share in 2013. This is due to strong orders from China-based firms. Aixtron is expected to rank in second place with 35.8% market share. China-based equipment makers have begun shipments and although these firms have yet to pose a threat to the top-two players, some China-based chipmakers have begun to adopt China-made equipment.

      Demand for MOCVD equipment in China is expected to account for 62% in 2013 because some firms have applied for subsidies but have yet to use them, hence these subsidies have extended to 2013. In addition, tier-two chipmakers in China are expected to continue expanding capacities in 2013.
      Avatar
      schrieb am 17.04.13 21:15:52
      Beitrag Nr. 101 ()
      na wieviel geht nach China?:

      China market: Veeco, Aixtron cut MOCVD prices by 30-40% due to competition from local makers
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 16 April 2013]


      MOVCD vendors US-based Veeco Instruments and Germany-based Aixtron SE have lowered quotes in the China market from about US$2 million to about US$1.4 million for a single-wafer MOCVD set and by 30-40% for a multi-wafer model mainly because at least four China-based makers are set for market competition, according to industry sources.

      The four China-based MOCVD makers are Tang Optoelectronics Equipment, Advanced Micro-Fabrication Equipment, Brilliant Light Technologies and Ideal Energy Equipment, the sources indicated. In particular, Tang Optoelectronics claimed that its MOCVD equipment can lead to production of 155lm/W LE chips.

      As China's 12th Five-year Plan promotes domestic supply of LED production equipment, the China government has been supporting China-based makers developing MOCVD equipment since 2011. Consequently, a few China-based makers are technologically poised to start production of MOCVD sets, the sources noted.

      Since local governments have ended subsidies for China-based LED makers procuring MOCVD sets, and total LED production capacity is 20-30% in excess of demand in China, the MOCVD market has been in favor of buyers, the sources indicated. As a result, Veeco and Aixtron have faced bottlenecks marketing MOCVD equipment due to shrinking demand and less price competitiveness, the sources said.

      According to Digitimes Research, there will be 148 MOCVD sets shipped globally in 2013, dropping 46% from 2012, and Veeco and Aixtron will reach market shares of 60.2% and 35.8% respectively. Some China-based makers have begun shipments of multi-wafer MOCVD sets and there have been a few China-based LED makers adopting locally made equipment, Digitimes Research indicated.
      Avatar
      schrieb am 04.07.13 12:09:07
      Beitrag Nr. 102 ()
      Veeco Receives Stay of Suspension Pending NASDAQ Hearing


      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Jun. 18, 2013-- On June 17, 2013, Veeco Instruments Inc. (NASDAQ: VECO) received a letter from The NASDAQ Stock Market LLC (“NASDAQ”) indicating that the NASDAQ Listing Qualifications Panel (the “Panel”) had granted the Company’s request to extend the stay of suspension of trading in its common stock pending a final determination regarding the Company’s listing status following a hearing before the Panel. The hearing has been scheduled for June 27, 2013.

      At the hearing, the Company will request additional time to satisfy the NASDAQ listing requirement that the Company be current in its filings with the Securities and Exchange Commission. The Panel typically issues decisions within 30 days of the hearing date; however, there is no requirement that the Panel do so within that time frame. The Company will provide an update regarding its continued listing status once a decision on this matter has been issued following the hearing.

      - See more at: http://phx.corporate-ir.net/phoenix.zhtml?c=111487&p=irol-ne…
      Avatar
      schrieb am 22.09.13 16:18:24
      Beitrag Nr. 103 ()
      Veeco to Purchase Synos Technology
      Fast Array Scanning ALD Technology Enables Flexible OLED Displays

      PLAINVIEW, N.Y.--(BUSINESS WIRE)--Sep. 19, 2013-- Veeco Instruments Inc. (Nasdaq:VECO) today announced that it has signed an agreement to acquire privately held Synos Technology, Inc. (“Synos”). Synos designs and manufactures Fast Array Scanning™ Atomic Layer Deposition (FAST-ALD™) systems that are enabling the production of flexible organic light-emitting diode (OLED) displays for mobile devices.

      “We have found a great fit to add to Veeco’s technology portfolio and expand our growth opportunities,” said John R. Peeler, Veeco’s Chairman and Chief Executive Officer. “Synos is an early stage company with big growth potential. We believe that their fast array scanning ALD technology for thin film encapsulation layers will remove the primary barrier to adoption of flexible OLED displays, helping make unbreakable, light-weight mobile displays a reality. Their systems are poised to move from pilot line to full production at the world leader in mobile OLED displays.” Synos’ first pilot production system has been installed and the manufacturing ramp is currently expected to begin in 2014.

      According to industry forecasting firm IHS iSuppli, the flexible OLED display market is expected to grow from $21 million in 2013 to almost $12 billion by 2020, and will revolutionize the entire display industry. Mr. Peeler added, “Near-term, we believe the OLED equipment market opportunity for Synos’ ALD technology exceeds $400 million for mobile phones alone. We also see numerous extended opportunities for this breakthrough ALD technology in OLED TV, lighting, solar, batteries and other large adjacent markets.”

      Ilsong Lee, President and Chief Executive Officer of Synos, commented “We are at an exciting inflection point in our history. It is time for us to join forces with Veeco, a world leader in advanced deposition technologies. Veeco will bring the global operating experience and resources we need to ramp our business, support our key customer, and deliver on the promise of our technology.” Mr. Lee will join Veeco as Senior Vice President and ALD General Manager. In addition, Synos co-founder, Dr. Sang In Lee, will join Veeco as Chief Technology Officer for Veeco ALD.

      “Synos’ FAST-ALD provides an elegant solution for some very complicated challenges faced by OLED display manufacturers,” added Daniel Rubin, Chairman and co-founder of Synos. “Veeco's well-known commitment to customer satisfaction and operating excellence will accelerate the market adoption of this technology for OLED and other advanced manufacturing applications."

      About FAST-ALD

      Synos’ FAST-ALD represents a paradigm shift in a technology long known for excellent deposition uniformity and pin-hole free films. While traditional ALD is slow, costly and limited to “chamber-sized” reactors, FAST-ALD can deposit materials below 100º Celsius and 10 times faster, making it capable of deposition on substrates with virtually no size limitation. Synos’ patented linear reactor allows the chemical reaction to occur at the substrate’s surface. When utilized for OLED encapsulation, FAST-ALD becomes a key enabler of truly unbreakable and flexible devices.

      Details of the Transaction

      The initial purchase price is $70 million. Synos shareholders will receive additional payments upon the achievement of future performance milestones, with maximum potential consideration for the transaction of $185 million. The merger is scheduled to close in the fourth quarter of 2013. Synos is currently expected to be dilutive to Veeco in 2014 and solidly accretive in 2015.

      - See more at: http://phx.corporate-ir.net/phoenix.zhtml?c=111487&p=irol-ne…
      Avatar
      schrieb am 15.11.13 11:27:30
      Beitrag Nr. 104 ()
      10k kam endlich letzte Woche
      Avatar
      schrieb am 06.02.14 23:17:35
      Beitrag Nr. 105 ()
      Veeco expects LED lighting market to grow 25% in 2014
      Julian Ho, Taipei; Alex Wolfgram, DIGITIMES [Thursday 6 February 2014]


      Equipment provider Veeco Instruments reportedly estimates the LED lighting market will reach US$5.7 billion in 2014, up about 25% from over US$4.58 billion in 2013.

      Solid state lighting (SSL) is expected to drive most of the demand in 2014 coupled with demand for backlighting units (BLUs). Additionally, LED costs are decreasing while quality and efficiency are increasing, sources at the company said.

      The demand is also expected to bring increased MOCVD machine demand in 2014 for Veeco, the sources added.
      Avatar
      schrieb am 30.05.14 12:09:48
      Beitrag Nr. 106 ()
      Digitimes Research: Global MOCVD shipments to grow 25.7-54.1% in 2014
      Jessie Lin, DIGITIMES Research, Taipei [Friday 30 May 2014]


      With the LED chipmakers expanding production capacities to meet growing demand for lighting applications, 186-228 MOCVD sets will be shipped globally in 2014, rising 25.7-54.1% on year, according to Digitimes Research.

      China will account for 63% of the shipments, Japan 14%, Taiwan 10%, the US 6%, Europe 5% and other markets 2%, Digitimes Research indicated. China-based San'an Optoelectronics and HC SemiTek will add 100 and 42 MOCVD sets, respectively in 2014, the largest order volumes among LED makers worldwide.

      US-based Veeco Instruments will be the dominant supplier accounting for 61.4% of the shipments, followed by Germany-based Aixtron SE with 30.6%, with the remaining 8% coming from Japan- and China-based suppliers.
      Avatar
      schrieb am 20.11.14 11:40:18
      Beitrag Nr. 107 ()
      schön halbe/halbe...
      China-based San'an Optoelectronics to add 100 MOCVD equipment sets
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 17 November 2014]


      China-based LED epitaxial wafer and chip maker San'an Optoelectronics, due to subsidies of CNY1.0 billion (US$163 million) offered and orders worth CNY3.0 billion arranged from the government of Xiamen City, southeastern China, will set up a factory to house 100 additional MOCVD sets in the city with a total investment of CNY10.0 billion, according to industry sources in Taiwan.

      San'an will procure 50 MOCVD sets from Germany-based Aixtron SE and another 50 sets from US-based Veeco Instruments, with the factory together with the installation of the 100 MOCVD sets to be completed in two years, the sources said.

      Epistar, the largest Taiwan-based LED epitaxial wafer and chip maker has acquired Taiwan-based fellow maker Formosa Epitaxy as a wholly owned subsidiary and thereby has expanded its total production capacity to 436 MOCVD sets currently and will further expand capacity to 500 sets by the end of 2014, the sources noted.

      In line with expanding production capacity, San'an has offered relatively high salaries to recruit high-level engineers from Epistar, the sources indicated. In addition, San'an has established a joint-venture maker in eastern China with South Korea-based LED maker Seoul Semiconductor, a bid to use the latter's key patented technologies to tap overseas markets, the sources said.
      Avatar
      schrieb am 04.12.14 16:06:38
      Beitrag Nr. 108 ()
      Digitimes Research: Global MOCVD shipments in 2015 estimated at 252 sets
      Jessie Lin, DIGITIMES Research, Taipei [Wednesday 3 December 2014]

      Based on LED epitaxial wafer makers' capacity expansion plans, there will be 252 MOCVD sets shipped globally in 2015, growing 10.5% on year and consisting of 186 sets to be added by China-based makers, 30 by Taiwan-based ones, 19 sets by Japan-based makers and 17 sets by South Korea-based players, according to Digitimes Research.

      China-based LED wafer makers will account for the largest proportion, 73.8%, of new MOCVD sets in 2015 because the China government will continue to offer subsidies for procuring LED wafer production equipment and China's global market share for LED chips used in low-price LED lighting is on the rise, Digitimes Research indicated. Sanan Optoelectronics, HC SemiTek, Elec-Tech International and Xiamen Changelight, the four largest China-based LED wafer makers, will add 50, 48, 20 and 50 MOCVD sets respectively in 2015.

      There will be a global stock of 2,937 MOCVD sets in operation or installed by the end of 2015, consisting of 1,019 sets (34.7%) belonging to China-based makers, 749 sets (25.5%) to Taiwan-based ones, 538 sets (18.3%) Japan-based makers, 417 sets (14.2%) South Korea-based makers, and 214 sets (7.3%) US- and Europe-based makers.
      Avatar
      schrieb am 11.02.15 18:28:54
      Beitrag Nr. 109 ()
      VEECO COMPLETES ACQUISITION OF SOLID STATE EQUIPMENT HOLDINGS LLC
      12/04/2014

      Accretive Acquisition Provides Complementary, Differentiated Technology for Greater Access to High Growth Markets

      Management Conference Call to be Held Friday December 5, 2014

      PLAINVIEW, N.Y.--(BUSINESS WIRE)-- Veeco Instruments Inc. (Nasdaq:VECO) today announced that it has acquired privately held Solid State Equipment Holdings LLC (“SSEC”), based in Horsham, Pennsylvania. SSEC is a leading innovator in single wafer wet etch, clean and surface preparation equipment targeting high growth segments in advanced packaging, micro-electro-mechanical systems (MEMS) and compound semiconductor.

      “SSEC is a highly successful process equipment company that is a great strategic fit with Veeco,” said John R. Peeler, Veeco’s Chairman and Chief Executive Officer. “Their complementary and differentiated ‘soak and spray’ technology delivers single wafer control with the low cost of batch processing. SSEC extends our compound semiconductor and MEMS footprint, and represents a stepping stone to the high-growth advanced packaging market. This is a synergistic transaction that will be immediately accretive and that we expect will drive growth and profitability.”

      Demand for higher performance, increased functionality, smaller form factor and lower power consumption in mobile devices, consumer electronics and high performance computing is accelerating advanced packaging technology adoption. Key drivers for this inflection are applications in 3D stacked memory, 3D system-on-chip and MEMS. Increasing shipments in smartphones and wearable electronics with more sophisticated sensing functions further drive growth in the MEMS market. Veeco estimates that its served available markets for advanced packaging, compound semiconductor and MEMS are all growing at double-digit compound annual growth rates.

      Herman Itzkowitz, SSEC’s Chief Executive Officer said, “We are excited to join the Veeco team. Veeco is a dynamic market leader in compound semiconductor equipment for LED, power electronics, and wireless devices. Combining resources will enable us to accelerate growth and to pursue market opportunities in advanced packaging and MEMS. In addition, we have significant untapped potential in Asia and Europe, where Veeco’s impressive sales and service network will provide connectivity to key customers.”
      Avatar
      schrieb am 18.02.15 10:14:13
      Beitrag Nr. 110 ()
      Jahreszahlen kamen gestern;

      impairment charge führt zu knapp 70 MUSD Verlust
      Avatar
      schrieb am 04.08.15 10:14:44
      Beitrag Nr. 111 ()
      27 MUSD Verlust zum HJ
      Avatar
      schrieb am 29.10.15 09:16:46
      Beitrag Nr. 112 ()
      in Q3 zum ersten Mal seit langer Zeit ein kleiner Gewinn;

      dafür unterirdisches book-to-bill: 0,33

      die LED-Branche scheint in regelrechtem Käuferstreik zu sein
      Avatar
      schrieb am 09.12.15 11:26:11
      Beitrag Nr. 113 ()
      wer wird wohl von der geplanten Osram Produktion in Malaysia profitieren ?

      Veeco oder Aixtron ?

      sc
      Avatar
      schrieb am 02.08.16 10:54:16
      Beitrag Nr. 114 ()
      Q2-Zahlen kamen gestern
      Dauerdepression
      Avatar
      schrieb am 03.02.17 10:53:07
      Beitrag Nr. 115 ()
      Veeco Instruments (VECO) to Acquire Ultratech (UTEK) in $815 Cash and Stock Deal


      Veeco Instruments Inc. (NASDAQ: VECO) and Ultratech, Inc. (NASDAQ: UTEK) announced that they have signed a definitive agreement for Veeco Instruments Inc. ("Veeco") to acquire Ultratech, Inc. ("Ultratech"). The Boards of Directors of both Veeco and Ultratech have unanimously approved the transaction.

      Ultratech shareholders will receive
      (i) $21.75 per share in cash and
      (ii) 0.2675 of a share of Veeco common stock for each Ultratech common share outstanding.

      Based on Veeco's closing stock price on February 1, 2017, the transaction consideration is valued at approximately $28.64 per Ultratech share. The implied total transaction value is approximately $815 million and the implied enterprise value is approximately $550 million, net of Ultratech's net cash balance as of December 31, 2016. Post transaction it is projected that Ultratech shareholders will own approximately 15 percent of the combined company.

      Ultratech is a recognized leader of lithography products for Advanced Packaging applications and for LEDs and is a pioneer for laser spike anneal technology used for the production of semiconductor devices. In addition, the company offers wafer inspection solutions leveraging its proprietary coherent gradient sensing (CGS) technology which address a wide variety of semiconductor applications.

      "The strategic combination will establish Veeco as a leading equipment supplier in the high growth Advanced Packaging industry. Ultratech's leadership in lithography together with Veeco's Precision Surface Processing (PSP) solutions form a strong technology portfolio to address the most critical Advanced Packaging applications. We believe our complementary end market exposure and customer relationships will create the ideal platform to accelerate growth," said John R. Peeler, Veeco's Chairman and Chief Executive Officer. "Ultratech is a great fit with our strategy to profitably grow our business and diversify our revenue. We expect this transaction to be immediately accretive to adjusted EBITDA and non-GAAP EPS."

      Ultratech Chairman and Chief Executive Officer, Arthur W. Zafiropoulo said, "Both companies have a strong heritage of developing innovative and cutting-edge technologies. The combined company will create a formidable team to execute against growth opportunities and deliver significant value to customers and shareholders."

      Veeco expects to realize approximately $15 million in annualized run rate synergies within 24 months after closing, to be achieved through increased efficiencies and leveraging the scale of the combined businesses. The combined company is expected to have an efficient balance sheet, benefiting from the deployment of excess cash.

      The transaction is expected to close in the second calendar quarter of 2017, subject to approval by Ultratech shareholders, regulatory approvals in the U.S. and other customary closing conditions.
      Avatar
      schrieb am 16.02.17 10:59:07
      Beitrag Nr. 116 ()
      frage mich wer die Orders gekriegt hat:

      Tight LED chip supply due to robust demand for lighting, fine pixel pitch displays
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Thursday 16 February 2017]

      Supply of low- and medium-power LED chips has become tight arising from strong demand for LED lighting and LED fine pixel pitch displays and consequently, several China-based LED chip makers are expanding or will expand production capacities, according to LED industry sources.

      In particular, supply of LED chips used in LED light bulbs and tubes has been 30-50% short of demand, the sources said.

      For capacity expansion, China-based LED chip makers may have ordered at least 120 new MOCVD sets in total, with 60-80 of them expected to come into operation in the first half of 2017 and the remaining in the second half, the sources noted.

      China-based LED chip maker HC SemiTek has invested CNY6 billion (US$876 million) to set up a factory with annual production capacity of three million LED epitaxial wafers in eastern China and will start production at the factory in May 2017, the sources said.

      San'an Optoelectronics, the largest China-based LED chip maker, will expand production capacity for blue-light and AlGaInP LED chips in 2017.

      Huaian Aucksun Optoelectronics Technology has been expanding production capacity since the second half of 2016, with monthly capacity to be expanded to 800,000 LED epitaxial wafers, the sources indicated.

      Xiamen Changelight will add MOCVD sets for producing AlGaInP LED chips, the sources noted.
      1 Antwort
      Avatar
      schrieb am 16.02.17 16:00:08
      Beitrag Nr. 117 ()
      09/12/2016

      einen von hc semitek veeco

      PLAINVIEW, NY -- (Marketwired) -- 09/12/16 -- Veeco Instruments Inc. (NASDAQ: VECO) announced today that HC SemiTek Corporation, one of China's leading solid state lighting manufacturers, has ordered multiple TurboDisc® EPIK™ 700 GaN (Gallium Nitride) Metal Organic Chemical Vapor Deposition (MOCVD) Systems and the TurboDisc K475i™ As/P (Arsenic Phosphide) MOCVD System for production of light emitting diodes (LEDs).

      http://ir.veeco.com/news-events/press-releases/press-release…
      Avatar
      schrieb am 18.08.17 13:53:51
      Beitrag Nr. 118 ()
      Unter 13,80 € wird s interessant
      Avatar
      schrieb am 25.10.17 12:05:03
      Beitrag Nr. 119 ()
      Antwort auf Beitrag Nr.: 54.334.636 von R-BgO am 16.02.17 10:59:07möglicherweise AMFE?:

      San'an obtains subsidy for MOCVD tool purchases
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 25 October 2017]

      China-based LED epitaxial wafer and chip maker San'an Optoelectronics has obtained first-phase subsidy of CNY124 million (US$18.7 million) from the government of Xiamen City, southeastern China, for procuring 30 MOCVD sets for making 4-inch LED wafers, according to industry sources.

      San'an previously disclosed it would install 10 new MOCVD sets beginning August 2017, expecting the number to reach 450 by year-end, up 40% from year-end 2016.

      While US-based Veeco Instruments and Germany-based Aixtron SE have dominated the China MOCVD set market, they face increasing competition from China-based Advanced Micro-Fabrication Equipment (AMFE), which has cumulatively shipped about 100 MOCVD sets to the China market and expects the cumulative shipments to reach 120 by year-end 2017. Prism A7, a MOCVD set produced by AMFE, can simultaneously make 136 4-inch LED wafers.

      China-based makers have dominated global supply of general LED lighting products. Due to off-season effects on demand for LED lighting, prices for LED devices of common specifications dropped 5-10% in third-quarter 2017. However, prices for special-purpose LED devices remain stable.
      Avatar
      schrieb am 03.11.17 16:06:11
      Beitrag Nr. 120 ()
      Veeco, Allos co-develop MOCVD for micro LED wafers
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Friday 3 November 2017]

      Veeco Instruments has transferred Allos Semiconductor's epitaxy technology onto its Propel Single-Wafer MOCVD system to enable micro LED production on existing silicon production lines.

      With the Propel reactor, Veeco's MOCVD technology is capable of high yielding GaN epitaxy that meets all the requirements for processing micro LED devices in 200mm silicon production lines, said Burkhard Slischka, CEO of Allos, as cited in a Veecon press statement. He said Allos's technology on Propel has achieved crack-free, meltback-free wafers with less than 30-micrometer bow, high crystal quality, superior thickness uniformity and wavelength uniformity of less than one nanometer.

      Micro LED display technology consists of less than 30x30 square micron RGB inorganic LEDs that are transferred to the display backplane to form sub-pixels. Direct emission from these high efficiency LEDs offers lower power consumption compared with OLED and LCD. The manufacturing of micro-LEDs requires high quality, uniform epitaxial wafers to meet the display yield and cost targets.
      Avatar
      schrieb am 20.01.18 12:22:50
      Beitrag Nr. 121 ()
      Veeco confirms Focus Lighting orders
      Rodney Chan, DIGITIMES, Taipei Thursday 18 January 2018

      Veeco Instruments has maintained that China-based Focus Lighting Tech remains committed to the order it has placed with the US-based MOCVD tool supplier.

      Veeco was responding to a recent report that had cited China-based media as claiming that Focus Lighting was looking to cancel its order for the US vendor's EPIK 868 MOCVD systems.

      "Focus Lightings has confirmed with us... that they are not cancelling their multiple Veeco EPIK 868 MOCVD systems order," Veeco wrote in an email to Digitimes.

      The Chinese media reports claimed that Focus wanted to change its supplier after a Chinese Court in early December 2017 granted AMEC an injunction preventing Veeco from selling some of its MOCVD systems in China.

      Veeco announced on December 6, 2017 that it had received an order for multiple TurboDisc EPIK 868 gallium nitride (GaN) MOCVD systems from Focus Lightings.

      The MOCVD systems will be shipped to Focus Lightings' Suzhou, China manufacturing facility for the production of high-volume LEDs for general lighting and display applications, according to the Veeco announcement.
      Avatar
      schrieb am 13.02.18 13:03:22
      Beitrag Nr. 122 ()
      Kurs hat ja mächtig korrigiert...
      1 Antwort
      Avatar
      schrieb am 13.01.19 09:37:21
      Beitrag Nr. 123 ()
      Antwort auf Beitrag Nr.: 57.012.786 von R-BgO am 13.02.18 13:03:22
      weiter
      raaaabenschwarz


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