
By Helix Investment Management : Anyone who participates in the markets on a daily basis surely knows that they are often irrational. And in 2012, that irrationality has been on full display in shares of the Firsthand Technology Value Fund ( SVVC ). The fund, seen as a proxy for Facebook ( FB ) has
Hard drive equipment maker Intervac ( IVAC +13.8% ) soars after beating Q1 EPS estimates, and reporting its order backlog grew 26% Q/Q to $41.3M. Other HDD industry
discloses that its latest position in Facebook is up to 600K shares. Holdings in the fund that specializes in private tech names include Facebook (26%), Intevac (5%), Silicon Genesis (4%), and Yelp (3%). Post your comment!
severity of the current module downturn is so large that "corporate failures will be necessary to take capacity out of the system," claims a Solarbuzz analyst. Some major equipment makers: AMAT , VECO , IVAC . ( previously ) 1 comment!
Intervac ( IVAC ), which recently surged on the belief that Thai flooding would boost demand for its hard drive manufacturing equipment, is down
drive companies. Hard-disk drive media equipment maker Intevac ( IVAC +16.8% ) enjoys a similar boost, but there's conflicting word on whether IVAC customers' media facilities are located in Thailand
expects equipment spending to decline 45% next year from 2011's historic peak, as smaller manufacturers drastically cut back their investments. AMAT , VECO , and IVAC are some names likely to be affected. ( previously ) Post your comment!
into share prices for Seagate and Western Digital, as well as their component suppliers (including Hutchinson HTCH, Intevac IVAC , TDK TTDKY, and Xyratex XRTX). In other words, with the hard drive industry at its most profitable level in years
We are no longer providing equity research on Intevac IVAC . We provide broad coverage of more than 1,800 companies across 91 industry groups and adjust our coverage as necessary based on client demand and investor interest.
Intevac IVAC recently reported first-quarter results. Our fair value estimate remains ..... is now targeting further cost reductions. We continue to believe that Intevac has a lot going against it, and first-quarter results did nothing to