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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST
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To: Return to Sender who wrote (22519)3/29/2005 6:32:02 PM
From: BMcV  Read Replies (2) of 95761
 
A couple of things from CC: contract (as opposed to spot) prices down 10% this quarter. Spot business is 5-10% of total, same as usual.

Here's an unconventional "sentiment" measure: the last post to the SI Micron thread was November 4, 2004. It was one of 12 posts during the whole year. Compare that to the 54,000 posts since the thread's inception in 1996. It will take another 4,500 years to match the number of posts of the thread's first 7 years. 
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