STOCKCHASE

He likes the business.Key supplier for solar and flat panels. Company has done well over the last 25 years.

2007-10-16

TOP PICK

20.170

Equipment provider for those who make the equipment we use. Great way to benefit overall from the spending on technology. Recently moved into solar. Caution, you can get home run quarters and then big misses.

2007-07-09

BUY

16.830

They make the equipment for the Intel's, etc. In the process of making an acquisition of Applied Films (AFCO-Q) to make solar panels. A great name. Strong balance sheet. Tends to be quite volatile.

2006-06-15

BUY

19.730

Ian Ainsworth

Part of the semiconductor equipment industry. Business is primarily driven by foundries for making integrated circuits however, the industry is changing. Consumer electronics now demand more semiconductors than the cyclical capital spending side. More stability. Also building their server side.

2006-01-26

PAST TOP PICK

18.520

(A Top Pick Apr 19/05 Up 21%.) Still likes this one a lot. Have executed well and sees good things ahead of them.

2005-08-22

BUY

14.960

Paul Harris, CFA

This sector is very dependent on capital expenditure and the companies buying their products are putting a lot of pressure on. Margins are being squeezed. OK for a long term hold and if you can take the volatility, you are fine at these levels.

2005-04-22

TOP PICK

15.000

World wide leader in supplier of semiconductor equipment to manufacturers. Great franchise, all kinds of cash.

2005-04-19

BUY

17.400

Valuation is good. Likes both Intel (INTC-Q) and Applied Materials

2005-02-21

DON'T BUY

16.510

Norman Levine

Stock is in a downtrend. The semi conductor industry is a cyclical sector and is not looking good. NASDAQ stocks as a whole are looking very toppy here and look very risky.

2005-02-09

PAST TOP PICK

16.530

(A Top Pick Oct 26/04. Up 5.3%.) Sold out for a profit.

2005-01-18

PAST TOP PICK

17.030

(A Top Pick Oct 26/04. Up 8.5%.) Took their gains. Came out with a major reduction in October of their earnings estimates, so cleared out of them.

2004-12-24

BUY

17.650

Bill Carrigan

Reacted very well to bad news and technically that is a very good sign.

2004-11-18

TOP PICK

16.170

Francis Gannon

A very beaten up name that no one wants to talk about.

2004-11-12

WAIT

15.960

Brad Willock

The short term outlook is not that great for semi conductor/capital equipment. Some concerns on inventory levels. Could have another leg down. Will look at it when it is completely out of favour.

2004-11-10

TOP PICK

15.690

(A Top Pick July 30/04. Down 6.4%.) Feels that tech sector will be moving.

2004-10-26

TOP PICK

16.210

Francis Gannon

So far this year hasn't really done anything and dropped significantly this week. Expectations are good. Generating a lot of free cash flow.

2004-10-08

BUY

17.160

Likes this company. Model price is $22.10.

2004-10-07

WAIT

17.020

John Sinkins, CFA

Dropped off because of concerns on flash memory.Wait to see what "book to bill" (?) rates are.

2004-09-13

BUY

16.320

Danny Tomka

They are very difficult stocks. Buy these stocks when they do not make any money and sell them when they start making money.

2004-08-26

DON'T BUY

17.000

Norman Levine

Tied in to the semiconductor cycle. The industry looks like it's headed south. Very cyclical. Expects it to drop lower.

2004-08-04

TOP PICK

16.970

It's part of a sector rotation and has done nothing but go down since November.

2004-07-30

TOP PICK

16.970

Ed Brown

Taking advantage of the sector that has been crushed recently, would go with the Cadillac of the group.

2004-07-30

BUY

18.870

Paul O'Neil

A great company. Is around and better in every cycle. 2005/2006 will be good to this stock.

2004-06-24

WATCH

18.870

Reza Samahin

Have seen very strong order growth in the last several quarters. That is an issue, as it cannot sustain itself. Momentum is slowing, but it may take up in the second half of the year. Neutral on the stock.

2004-06-24

BUY

20.220

Ian Ainsworth

The success that Motorola, Samsung and Texas Instruments are having in the wireless side in handsets is very positive for this company.

2004-04-20

DON'T BUY

21.330

David Burrows

A solid business but the risk levels have risen substantially. The largest companies tend to be underperforming.

2003-12-16

DON'T BUY

16.020

Has been a favourite short, but have to wait for the market to roll over. Very expensive.

2003-07-04

DON'T BUY

15.590

Reza Samahin

Expect peak earnings would be about $1.50. Doesn't see a lot of upside. Value could be about $15.

2003-06-23

BUY on WEAKNESS

15.779

Paul O'Neil

Have 40/50% market share in everything they do. Needs the economics to grow for a couple of years. Would buy at $19.

2003-06-20

TOP SHORT

15.300

70 X earnings. A lot of excess capacity.

2003-01-07

DON'T BUY

13.860

David Baskin

Competition from Intel is strong. Volatile. Prefers Intel.

2002-12-17

DON'T BUY

13.220

Robert McWhirter

Ranks in the midle of their database. Earnings are nebative.

2002-08-03

DON'T BUY

51.360

(Was a top pick on Feb 22 down %) Took profits on it. Expect it to stay soft for awhile. Would but at $40.

2002-04-09

BUY

42.480

A past pick and he still likes. Could drop a bit.

2002-02-22

PAST TOP PICK

39.560

(Was a top pick on Nov 24 up 2.5%) Still a TOP PICK. Long term hold. Buy in low to mid $30's.

2001-12-20

TOP PICK

38.760