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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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10181<I>Thanks. I would be interested to know how you view it. Is it consistentKirk ©-6/18/2003
10180AD, here's a chart of that ratio home.attbi.comGottfried-6/18/2003
10179OT: Re:PSFT & ORCL From Michael Murphy's newsletter. Oracle does not inRMP-6/18/2003
10178OT, AD et al, Does anyone have some insights to what oracle is trying to achievemichael97123-6/18/2003
10177>> It would appear that when coupled with increasing chip sales and the neSarmad Y. Hermiz-6/18/2003
10176TWAV: THERMA-WAVE INC(NASDAQ) Wednesday, Jun 18, 2003 3:57 AM ET Symbol Last ELH1006-6/18/2003
10175Sarmad, I recently read somewhere that the ratio of capex spending to chip revs advocatedevil-6/18/2003
10174>> Asia is taking the B2B data well enough. Thanks. I would be interestedSarmad Y. Hermiz-6/18/2003
10173Sarmad, Well, you saw I initiated an AMAT ST dark-side position goin' inta dadvocatedevil-6/18/2003
10172Asia is taking the B2B data well enough. quote.yahoo.com Taiwan up 2% Japan up 1Kirk ©-6/18/2003
10171>> so I'd be surprised if we'll see significant reaction in the AMSarmad Y. Hermiz-6/17/2003
10170Not sure if this was posted from Monday: Reuters Global chip equipment sales fadvocatedevil-6/17/2003
10169Well RtS, we see the SEMI BTB averages are in at $751 bookings and $840 billingsadvocatedevil-6/17/2003
10168bpNDX still 87%. SEMI btb chart home.attbi.com Jun04 Jun05 Jun06 Jun09 Jun10 JunGottfried-6/17/2003
10167North American Semiconductor Equipment Industry Posts May 2003 Book-to-Bill RatiReturn to Sender-6/17/2003
10166From Briefing.com: Excitement isn't a word one would use to characterize TueReturn to Sender-6/17/2003
10165Semiconductors . . . SanDisk and Sony have signed a cross licensing agreement thReturn to Sender-6/17/2003
10164Bob, nice to hear from you again. I hope you have been making a fortune these laReturn to Sender-6/17/2003
10163From Briefing.com: 9:06AM Morgan Stanley increases cash allocation : Morgan StanReturn to Sender-6/17/2003
10162Hi RtS, I think one has to give credit to a substantial short squeeze that is brobert b furman-6/17/2003
10161If there are too many bulls, then why is the amount of cash in money funds at a Kirk ©-6/17/2003
10160Cary I am referring to market sentiment only. The market today is selling off baReturn to Sender-6/17/2003
10159My buddy on the exchange says yesterday was a pure short covering event. Everyonmichael97123-6/17/2003
10158RE: ...there is no wall of worry..." The phrase "climb a wall or worrCary Salsberg-6/16/2003
10157RE: "In the 14th century, the Black Death wiped out 25 million people, or aCary Salsberg-6/16/2003
10156<i>You won't measure anything of value where bullishness is concerned Proud_Infidel-6/16/2003
10155>Mutual Money flow is still going into bonds in a Big way even though rates aReturn to Sender-6/16/2003
10154bpNDX still 87% Jun03 Jun04 Jun05 Jun06 Jun09 Jun10 Jun11 Jun12 Jun13 Jun16 AGottfried-6/16/2003
10153<i>a time when sentiment remains exceedingly bullish.</i> Just becaProud_Infidel-6/16/2003
10152From Briefing.com: The Nasdaq edged out yet another new closing high for this maReturn to Sender-6/16/2003
10151I don't want a debate here of what asset allocation means. I do a small amouKirk ©-6/16/2003
10150Kirk, you seem to be under the impression that what you or I say will effect theReturn to Sender-6/16/2003
10149<B>Are you fully invested? </b> What is fully invested? It is diffKirk ©-6/16/2003
10148Kirk, no harm no foul. I just want you to put your real thoughts out there. AreReturn to Sender-6/16/2003
10147I didn't mean to be mean... I was snorting and laughing (trying to be funny Kirk ©-6/16/2003
10146Kirk, I know it seems like I was being facetious but I was not trying to be funnReturn to Sender-6/16/2003
10145<B>Where is the wall of worry for the market to climb?</b> LOL.. I&Kirk ©-6/16/2003
10144Is Tech Really a Victim of SARS? businessweek.com Many companies are blaming tReturn to Sender-6/16/2003
10143The economy is not in great shape. There are improvements being shown and the dThe Ox-6/16/2003
10142I agree on the consumer sentiment. The trouble with every bit of data that we haReturn to Sender-6/16/2003
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