SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (9752)4/20/2001 12:53:31 AM
From: Gottfried  Respond to of 10921
 
Zeev, just to acknowledge your post. Thank you. I have to give this some thought.

Gottfried



To: Zeev Hed who wrote (9752)4/20/2001 7:27:17 AM
From: j. w. kampfe  Read Replies (1) | Respond to of 10921
 
zeev,

Does VECO go much higher today due to its earnings report from this morning? Took most of my position off the table yesterday in the 52/53 range.

jamie



To: Zeev Hed who wrote (9752)4/20/2001 5:34:18 PM
From: WTSherman  Read Replies (2) | Respond to of 10921
 
Zeev, I like to use NVLS as my "barometer" for semi equips and yesterday it got back to 90% of its all time high. This strikes me as quite extraordinary and considerably overdone given that its not even clear that the bottom in orders has been reached.

I sold calls on my NVLS yesterday and started winding down my other positions in semi equips today. I think that some time next week the party will start to fade out.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News