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    Fei Company- ein interessantes Investment? - 500 Beiträge pro Seite

    eröffnet am 16.01.04 21:54:14 von
    neuester Beitrag 05.05.06 11:19:03 von
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    FEI
    ISIN: US30241L1098 · WKN: 902316
    94,69
     
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    Letzter Kurs 19.09.16 Frankfurt

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     Ja Nein
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      schrieb am 16.01.04 21:54:14
      Beitrag Nr. 1 ()
      ein in letzter Zeit mit goßen Umsätzen in usa gehandelter Wert. charttechnisch interessant. sind aktuell am widerstand von 27.80 $ abgeprallt. sollte dieser in nächster zeit genommen werden, eröffnet sich weiteres potential bis über 40. leider scheint sich hier im board noch niemand für diese aktie erwärmt zu haben. Daher auch wenige infos. wäre froh , wenn mal einer ein paar fundamentale daten reinstellen kann.
      institutionelle sind auch schon am kaufen. denke es geht noch höher auf Sicht von 6-12 Monaten denke ich sind 100% drin.:) :) :) :) :)
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      schrieb am 17.01.04 00:47:46
      Beitrag Nr. 2 ()
      On CNBC outlined as a Nanoplay


      0814AM

      Nanotech Plays: VECO, FEIC, PCOP : CNBC interviews co-founder/managing director of Lux Capital, a fund that invests in private nanotech companies. Peter Hebert, whose fund returned 260% last year, highlights the following names as attractively valued plays on the growth of the nanotechnology field that have failed to be discovered by many investors b/c they don`t have "nanotech" in their names: semiconductor equipment makers VECO and FEIC are highlighted as nanotechnology instrumentation plays, as the companies sell the equipment necessary to develop nanotechnolgy products; also PCOP is seen as an attractive play on the space due to its software modeling tools.
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      schrieb am 17.01.04 00:56:21
      Beitrag Nr. 3 ()
      Jay Lindquist, Ph.D.
      Sr. Vice President, FEI Company


      Jay Lindquist is a visionary in the truest scientific tradition. He and his team at FEI (Nasdaq FEIC) are at the cutting edge of envisioning where nanotech commercialization is going. FEI is one of the leaders at supplying the picks and shovels for the nanotechnology "gold rush." Consider them, along with companies like Veeco and Accelrys, as a modern day Sears or Levi Strauss. Jay joined FEI Company in 1989 from Aerojet ElectroSystems where he was a senior member of the technical staff in materials research. Following successive promotions including general management of the MicroElectronics Product Group at FEI, he is now responsible for corporate marketing and strategic planning in coordination with the Product Divisions and other corporate functions. He has a doctorate in chemistry from University of California, Irvine.

      NbA: Jay, how long has FEI been around?
      JL: FEI Company was formed more than 30 years ago to provide field emission electron and ion emitting sources to the scientific community. After entering into the business of providing system level ion microscopes in 1989, FEI combined with Philips Electron Optics of The Netherlands in 1997 and with Micrion Corp. of Peabody, MA in 1999. Combining the histories of these three entities, FEI therefore has holds claim to more than 100 years of experience in delivering electron and ion beam microscopy technologies; this technology allows one to see, characterize and modify the three-dimensional structures of materials down to the atomic scale. FEI is the world leader in providing "Tools for Nanotech."

      NBA: What are your biggest markets these days?
      JL FEI`s products are used in the Semiconductor, Data storage, Life Science, and in Materials research and process control in both the Institutional and Industrial markets. We consider the Semiconductor and Data storage markets as nanotechnologies; both rely on the control of properties at the atomic and nanometer scale. FEI`s markets are global; all our products operate at the nanoscale; we have tools that operate in all manufacturing processes from research, to development, through manufacturing to failure analysis.

      NBA: What drew FEI into developing tools for the nanotech market?
      JL: NThe tools of FEI Company have been directly involved in the creation of the Nanotech opportunity. Advancement in our understanding of the nanoscale has relied heavily on tool advancements made by the microscope manufacturers. FEI tools have made their contributions over many decades; our current leading involvement in Nanotechnology has been a logical technological progression. FEI will continue listen to our customers in nanotechnology and evolve tools to meet the demands of their roadmaps and when justified innovate new types of equipment to enable advancement into new applications.

      NBA: So which tools and instruments do you produce for nanotech and what are they used for?
      JL: Our most recent analysis shows that 80% of FEI`s tools are directed to applications in Nanotechnology. Our Tecnai series of Transmission Electron Microscopes are used for materials characterization and process control to the atomic level. The Sirion and ESEM Scanning electron microscopes are equipped to contribute to microlithography and study device morphology. FEI has created a new class of tools which utilize the complementary properties of electron and ion beams, which we call DualBeam tools. These tools, integrating the benefits of each technology, can both image and modify device structures by adding or removing material. Our tools enable the technologist to prototype device structures, to monitor devices during manufacture and to establish the location and cause of process excursions at the nanoscale. The Nova and Quanta 3D tools are for industrial and institutional R&D applications; the new Certus and C3D tools are enabling the Data Storage and Semiconductor companies to transition to new device technologies and monitor their processes at feature sizes well below 100nm. Our VectraVision products cut weeks off electronic device development by modifying circuits in situ, our Mask repair Accura tools image and modify mask errors at the nanometer level.

      NBA: That`s an impressive cross section and a lot of time and resources devoted to the field. What do you see as the potential for nanotech?
      JL: For FEI and other related manufacturers the opportunity is huge. In essence the market for tools has the potential to move from the lab into the fab, not just in the semiconductor industry, but across the whole industrial production base. This opportunity is global, very diverse, and will develop in the next ten years as research progresses through prototyping to product manufacture. At each step along this path some form of nanometer level monitoring device will be needed. For the device manufacturers the potential winners will most probably be the large Semiconductor companies, they have the technology, they already operate at the nanometer level and they have the finance and critical mass to acquire Nanotech startups and create new hybrid products.

      NBA: Who do you sell most of your products to? Universities? Government labs? Corporations? Start-ups?
      JL: Most of our tools used for research are sold into the University and Government Labs. This is a natural outcome of national Nanotech initiatives needing to provide training for future Nanotechnologists and the research as a precursor advancing Nanoscale technology, and ultimately nano-devices. Our Semiconductor, Data Storage and Mask repair tools are supplied to all tier one device manufacturers. We are finding new applications in the manufacturer of displays. We sell products to start-ups. As many of these companies are spun out of academic environments they also use our tools which are at located at University research centers.

      NBA: What are your sales of nanotech tools as far as markets go - US vs. Asia vs. EU vs. Other?
      JL: The global nature of nanotech is shown in our sales into the industrial and institutional markets which are all in balance, the APR, Europe and NA revenues are all around 23% of our total. We are pleased with our progress in the markets of China and Japan. The remaining tools are sold into non-Nanotech areas such as forensics, MEMS, pathology and industrial control, failure analysis; not every one is into it. Yet, Europe has been active in the sales of TEM. All markets are responding well to our recently launched suite of Dualbeam products.

      NBA: What do you think the market is missing?
      JL: A major factor is the need to increase throughput and improve ease-of-use tools operating at the nanoscale in order to meet the demand of R&D research and high yield, high volume manufacturing. We also need to consider that as the world moves to nano-dimensions in its products there will be a demand for more factory tools to monitor production. This adds an additional requirement of making tools at low cost.

      From the tool makers perspective we note that the markets tendency, and that of the media, is to focus only on the nano-component of this new technology. In reality the commercial product will need to place the nano-device onto some form of carrier, probably based on MEMS technology and finally package the unit for testing, shipping & handling. The market should not miss that this Interconnect & packaging integration process will, of itself, be a major accomplishment and in all probability carry a high percentage of the production cost. It is interesting to note that in the APR that Government investment is Industrial and directed to getting to Nanotechnology into production. The USA government investment is toward science and education. The tool maker needs to be aware of and to continuously monitor the business opportunities these regional approaches present. A common element in both approaches is that any imaging tools involved in the prototyping to failure analysis sequence will need to be versatile. The need will be to rapidly move from the macro to meso to micro to nano-scale (from mm to nm), to sample the product in all its dimension in 3D and depending on the device provide options for of different signal detectors. These complexities and specifications suggest that the current extensive use of light optical microscope technology will lose ground in favor of electron & ion beam tools which are FEI`s strength.

      A major blind spot could be the recognition of the amount of work we need to do to characterize nano-materials prior to moving to device manufacture. We note here, that unlike the old bulk engineering materials, the new nano-material properties vary with their dimensions. Not only does size matter, now we find that matter sizes; this suggests much more research will be needed on both existing and new materials at the nano-scale.

      A missing area in the Nanotechnology debate is how does an established company manage the issues that nanotechnology presents. We note that the start-ups are active in moving novel ideas to a first prototype, acquiring venture capital funding and then moving to an IPO, and possibly an acquisition. The US government is catalyzing change in the institutions by wisely promoting convergence and cooperation in the engineering, biological, physics, chemical, electronic, and materials science disciplines by directing funding to new dedicated Nanotech centers. Less well publicized is the challenge that established production companies will have in creating Nanotech products which threaten their long term continuity. The issue is one of assessing the reality of, and then managing the threat of disruptive technologies. The new problems arising are that we are not just dealing with a single technology shift but a diversity of approaches, each of which would require a different knowledge sets to be successful, and a probable change in business model. Changing a company`s business model and core competencies is a much bigger problem than evolving an existing product range.

      Any tool manufacturer is aided when an industry has standards and roadmaps which directs their investment and serves that industry by attempting to have all the process equipment available in the same time frame. We should not anticipate this for Nanotechnology; the field is too diverse at this time. The only hope for some level of standardization will come when major (most probably semiconductor companies) players create nanotechnology product lines. The other driver which could aid standardization will be the Government`s Military and Home Security units who are seeking a diverse range of Nanotech based products to act as sensors and actuators in the field.

      NbA: Jay, thanks for spending the time with us.
      ***For more information on FEI Company, go to: www.feic.com/
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      schrieb am 29.01.04 11:25:56
      Beitrag Nr. 4 ()
      wurde heute im BO-Artikel zu Nanotech gemeinsam mit Veeco noch am positivsten gesehen (liefern die Schaufeln und Spitzhacken...). Altair (ganz übel), Harris&Harris, Nanogen und Nanophase kamen dagegen richtig schlecht weg. BO hat für FEI folgende Kennzahlen:

      Umsatz per 30.9.2003: 348,4 Mio. $
      Ergebnis per 30.9.2003: 0,4 Mio. $
      KUV: 2,6
      Cash zum 30.9.2003: 167,42 Mio. $

      Ciao

      Art
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      schrieb am 29.01.04 15:31:59
      Beitrag Nr. 5 ()
      Hab mir vor ein paar Tagen ein paar Stücke ins Depot gelegt. Meiner Meinung nach interessanter weil nicht so bekannt wie Veeco Instruments.
      Market Cap liegt ca. bei 900Mio USD, Umsatz ca. 380Mio USD.
      Hab jetzt nur noch ungefähr im Kopf. KGV04 war so um die 25.

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      schrieb am 29.01.04 15:33:00
      Beitrag Nr. 6 ()
      Hab gar net gesehen, das es schon einer geposted hat. Sorry. Die Zahlen von BO sind wohl genauer als meine:rolleyes:
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      schrieb am 05.05.06 11:19:03
      Beitrag Nr. 7 ()
      Antwort auf Beitrag Nr.: 11.869.883 von ta68 am 16.01.04 21:54:14hallo, ist hier noch jemand?
      Das auf und Ab wär mit Sicherheit einiger Kommentare würdig.
      Man hört/liest aber leider zu wenig.


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