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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
Introduction Market Data Compact
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10021WTS, These stories are one of the best leading indicators that we've seen tIan@SI-8/26/2001
10020"In reality nobody knows" Yes, that says it Gottfried! But there areJames Calladine-8/25/2001
10019WT, thanks for the article link. In reality nobody knows - but those who live byGottfried-8/25/2001
10018If this article is correct is going to be a long, slow comeback for the industryWTSherman-8/25/2001
10017AMAT WINS KEY TXN CONTRACT TRADITIONALLY AWARDED TO NVLS 15:31 ET Applied MaterTideGlider-8/24/2001
10016I can't say if this is "the bottom" but I agree with your thinkingsat2000-8/23/2001
10015Geoffrey, The problem with PC industry is that it's a replacement market. Evild-8/22/2001
10014Mark, as to the Steel analogy: While there will a point when the industry is mageoffrey Wren-8/22/2001
10013In response to the last 3 posts. I too am looking to buy a new computer for my Robert Douglas-8/22/2001
10012Does it bother you at all that the dynamics of your purchase are eerily similar Mark Marcellus-8/22/2001
10011I find myself with the exact same thoughts as yours, having found it necessary tstuddog-8/22/2001
10010Okay, I'm calling a bottom here. Why? Because I have come to the conclusiogeoffrey Wren-8/22/2001
10009We should get an upgrade in the semi's tomorrow. "The train is leavingPink Minion-8/15/2001
10008REVENUES FELL 91% AT CMOS (from Briefing) <<<Credence Systems (CMOS) 18James Calladine-8/15/2001
10007Nice grub!Math Junkie-7/29/2001
10006BLOOD TRANSFUSION??? CVV will announce earnings in about two weeks. Expect toWill Lyons-7/28/2001
10005<<Scott's wife, KLIC, turns in a bloody 9 million dollar loss quarter scott_jiminez-7/27/2001
10004>>Kurlack saying bottom is not particularly comforting.<< Losses arJerome-7/24/2001
10003Kurlack saying bottom is not particularly comforting.BWAC-7/24/2001
10002Scott's wife, KLIC, turns in a bloody 9 million dollar loss quarter and predPink Minion-7/24/2001
10001For those that missed it ...the bottom is already in.... according to Tom KurlakJerome-7/24/2001
10000Grub:-) North American Semiconductor Equipment Industry Posts June 2001 Book-toProud_Infidel-7/23/2001
9999Some minor observations.....Bad day for the semi-equiment stocks. AMAT down $1.Jerome-7/23/2001
9998THAT WILL CONVERT INTO A LOT OF SHARES, I suppose: <<<Novellus (NVLS) James Calladine-7/19/2001
9997TER REPORT SUMMARY: (from Briefing) <<<06:45 ET Teradyne (TER) 32James Calladine-7/18/2001
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