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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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10096Robert - it is absolutely logical to consider the likelihood that other stocks mscott_jiminez-1/25/2002
10095<i>And when the consumer figures out that their 4Gig machine isn't anyProud_Infidel-1/25/2002
10094<i> But demand doesn't stay constant. Lower cost/function encourages nPink Minion-1/25/2002
10093Robert, re <i>semiconductor equipment sales as a proportion of total semicGottfried-1/25/2002
10092Hi everyone, It’s nice to see some discussion taking place. I agree with KatheRobert Douglas-1/25/2002
10091I could not find anything to disagree with. I believe you correctly elaborated Cary Salsberg-1/25/2002
10090Funny, the switches to 6" and 8" wafers didn't reduce capital spenKatherine Derbyshire-1/25/2002
10089Hi everyone, And also may I add that the rest of the world still has a long wayRobert Douglas-1/25/2002
10088Robert/Gottfried, Lets not forget the other long term trends in our lives. rgammon-1/25/2002
10087>>I am saying that a subcontractor with 3 customers, >>competitors, mopgcw-1/24/2002
10086You misjudged my list. The best investments are not usually the "biggest mCary Salsberg-1/24/2002
10085<i> I would not!</i> Then I believe you will miss the biggest moverRobert Douglas-1/24/2002
10084I definitely would not!Cary Salsberg-1/24/2002
10083<i>The top semi-equips (AMAT, ASML, KLAC, NVLS)have had a nice run from laRobert Douglas-1/24/2002
10082We have a good opportunity to make money as long as the competition believes thiCary Salsberg-1/24/2002
10081I have my doubts too. The concept itself is counter-intuitive. The cost per Proud_Infidel-1/24/2002
10080Hi Gottfried, Good observations. Some of my thoughts were that even if wafer sRobert Douglas-1/24/2002
10079Robert, I'm not sure semi making will become less capital intensive. Aside fGottfried-1/24/2002
10078Here's a damning article that appeared in this week's Barron's. In Robert Douglas-1/24/2002
10077re: ANDO Corp (Japan - 6847.J) This is a company with a well known name in engiCrossy-1/8/2002
10076Apply the title of this thread. BUY when blood is running. For example... ===scott_jiminez-12/8/2001
10075Brief.com SEMICON Japan -Blood flows again? Semi Cap Equip : Bank of America belTI2, TechInvestorToo-12/8/2001
10074Kulicke & Soffa Estimates Raised at Morgan Stanley. By Lindsey Mackay Prinscott_jiminez-11/16/2001
10073Should that be filed under O for "Need Options Close below $17.50"? TBWAC-11/15/2001
10072Kulicke&Soffa-KLIC: Most market-watchers are by now accustomed to many of thJim Oravetz-11/15/2001
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