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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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10171<i>At the same time, the post-silicon era is probably 15-20 years away. AtSemiBull-2/6/2002
10170<i>The global market, meanwhile, is barely getting started. </i> A ScotMcI-2/6/2002
10169The US PC market may be saturated. Maybe not, though. A lot of the friends and fKatherine Derbyshire-2/6/2002
10168<i>Moreover, *one* down year in PC sales hardly indicates the permanent deScotMcI-2/6/2002
10167<i>At the same time, the post-silicon era is probably 15-20 years away. AtIan@SI-2/6/2002
10166The increasing ASPs are the result of Cymer's continued investment in R&ScotMcI-2/6/2002
10165Thanks for three very astute posts. Always nice to see some island of sanity onwillcousa-2/6/2002
10164I would not expect either AMAT or CYMI (or any other current CMOS equipment suppKatherine Derbyshire-2/6/2002
10163>>I agree but I haven't seen anything in 5 years. When I see it, I'Katherine Derbyshire-2/6/2002
10162>>Not only do you need to have demand growth, but you need hypergrowth becKatherine Derbyshire-2/6/2002
10161Cary, Personally, I think we'll both do very well.Robert Douglas-2/6/2002
10160Merrill Lynch raised its rating on CYMI, today. Their analyst said that CYMI haCary Salsberg-2/6/2002
10159Scott - He is prickly, but he is consistent. And he has been a reasoned, valueTerry D-2/6/2002
10158Hi Scott, I'll leave others to find the negatives from Cymer's report. Robert Douglas-2/6/2002
10157Very encouraging data coming from Cymer today. ================== Exchange fromscott_jiminez-2/6/2002
10156I'll vote for none of the above. Neither bottom nor top. We're stuck iclearheart-2/2/2002
10155The flip side of that would be the recent flurry of sector upgrades from Kurlak&Shakush-2/2/2002
10154<i>Sounds like the bottom for tech. </i> 1. Tom 2. Kurlak 3. is 4.Terry D-2/2/2002
10153<<As I said before, dissenting views are welcome.>> Dissenting viewscott_jiminez-2/1/2002
10152I don't think any of us suffer fools gladly, but the worst part of it that fRobert Douglas-2/1/2002
10151Cary, very nicely put. Wish I could write like that. Willwillcousa-2/1/2002
10150As I said before, dissenting views are welcome. I was pretty much a lone dissenCary Salsberg-2/1/2002
10149You have shown that you have no contribution whatsoever that you're willing Ian@SI-2/1/2002
10148<i> Chip equipment stocks are best buys when P/Es etc are at their highestPink Minion-2/1/2002
10147<i> You enjoy using words like "ignore valuations" , "GreatPink Minion-2/1/2002
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