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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
Introduction Market Data Compact
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10121Jerome, when have you ever seen a stable market? :) G. [end]Gottfried-1/27/2002
10120Gottfried,...I don't know what to make of it.... The current emphasis from Jerome-1/27/2002
10119Jerome, could you look at the chart linked here... Message 16967594 ...and tellGottfried-1/27/2002
10118Scott...at least you don't mince words with your opinions. Your revelatiJerome-1/27/2002
10117<i>So, my prediction is we had the cost/performance of memory drop by a fargammon-1/27/2002
10116Not that I pay much attention to forecast: siliconstrategies.com Wired communicPink Minion-1/27/2002
10115<i> Also, I remember buying INTEL and MSFT in 1993 after the same claim waPink Minion-1/26/2002
10114Brian, I agree that AMAT is the 800 pound gorilla. That's why I own the stRobert Douglas-1/26/2002
10113<i>I'd add LRCX to the list as I think they are equal to NVLS in qualiProud_Infidel-1/26/2002
10112Robert, Re:<i>So what you say is true, but the same argument can be used Proud_Infidel-1/26/2002
101111000 units is double the last market high. I find that growth significant. TheRobert Douglas-1/26/2002
10110I checked the CYMI web site and I will correct my previous statement to a $400-8Cary Salsberg-1/26/2002
10109<i>Correct my impressions, please!</i> Gladly, although they appearRobert Douglas-1/26/2002
10108RE: "...Cymer is entering it's glory days and that its earnings will exCary Salsberg-1/26/2002
10107Hi Brian, <i>...advancements in cutting edge chipmaking may not need CYMIRobert Douglas-1/26/2002
10106Kirk, you said to Cary ><i>you forgot to say "in my opinion".Gottfried-1/26/2002
10105I admit to being biased as I have made good money on it and still like it to buyKirk ©-1/26/2002
10104EXCELLENT point Brian! <I>This consumer-doesn't-have-a-clue "logKirk ©-1/26/2002
10103I have said that I owned LRCX and that it was my most profitable holding from 19Cary Salsberg-1/26/2002
10102<I>Usually, claims that the semiconductor equipment industry is dead make Kirk ©-1/26/2002
10101<I>I am saying that a subcontractor with 3 customers, competitors, and onlKirk ©-1/26/2002
10100<i>I'd add CYMI to the list. </i> While I agree with Scott 100%Proud_Infidel-1/26/2002
10099Indeed Gottfried. I could not agree more. The obvious point being that companiescott_jiminez-1/26/2002
10098<i> Increase the performance of the machine and applications will come aloPink Minion-1/26/2002
10097Scott, often arguments about relative stock performance can be resolved by acknoGottfried-1/25/2002
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