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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: sixty2nds who wrote (27552)12/20/2005 11:58:18 AM
From: sixty2nds  Respond to of 95617
 
OT...10:31 Iran Building Underground Nuclear Setup -- Dow Jones, citing Exile Grp



To: sixty2nds who wrote (27552)12/20/2005 12:00:55 PM
From: BWAC  Read Replies (1) | Respond to of 95617
 
CY Cypress is essentially worthless right now according to the markIt. SPWR market cap is $1.8 Billion, CY which owns 80% of SPWR is $1.9 Billion. Boooyaahhh!



To: sixty2nds who wrote (27552)12/20/2005 12:44:15 PM
From: etchmeister  Respond to of 95617
 
According to a report from Merrill Lynch, Samsung’s non-commodity DRAM business will account for more than 50% of its total DRAM revenues over the next two years, which will help Samsung enjoy a 10-20% price premium over its competitors.

Varian and Lam should greatly benefit from samsung capex

Message 21974391



To: sixty2nds who wrote (27552)12/20/2005 2:03:49 PM
From: BWAC  Read Replies (1) | Respond to of 95617
 
Hot dog, just got a 1 share fill on a 1000 SNDK order, and that was the only share. LOL