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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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10296Cary, I may have not expressed myself clearly, when I said doubling current ordeZeev Hed-3/6/2002
10295<i>... do the three foundries overbuild by a wider margin because they'Ian@SI-3/6/2002
10294Agreeing to make good the losses of a hedging party is not the same as taking thwillcousa-3/6/2002
10293I agree with your principles but our principles may not be the same as Skilling&willcousa-3/6/2002
10292That is a great cartoon. Skilling may well prove a genius. Folks have gone to willcousa-3/6/2002
10291>>Those SPC's had to have lost a lot more money than the investors in Katherine Derbyshire-3/6/2002
10290I am not predicting a change in the cyclicality, I am saying the current situatCary Salsberg-3/6/2002
10289>>It takes longer to work off excess capacity resulting from 300 chipmakerKatherine Derbyshire-3/6/2002
10288>>I see a situation where Skilling came into the CEO role from operations,Katherine Derbyshire-3/6/2002
10287<<I have two major "fundamental" reasons that lead me to believescott_jiminez-3/6/2002
10286I have two major "fundamental" reasons that lead me to believe the curZeev Hed-3/6/2002
10285Managed care has changed the rules, but I believe MD's are still one of the Ira Player-3/6/2002
10284The best cartoon I've seen regarding Mr. S.... uclick.com IraIra Player-3/6/2002
10283<the reason the semiconductor equipment industry experiences such massive swiJacob Snyder-3/6/2002
10282I generally agree. Usually in large companies duties get divided at the top. Rwillcousa-3/6/2002
10281Jacob, Good post! As I see it, the reason the semiconductor equipment industryRobert Douglas-3/6/2002
10280Jacob, Have you considered the migration of chip makers to the fabless model wiIan@SI-3/6/2002
10279re: I see a very slow recovery and an unusually long up cycle. Predicting a smoJacob Snyder-3/6/2002
10278Wil, From the testimony, I had the impression that Skilling was in the direct cIan@SI-3/6/2002
10277Zeev, you made a good point. NVLS is 40% from it's all-time peak now. stockcGottfried-3/6/2002
10276He may have had no idea what the monetary damage would be, if any, when he left.willcousa-3/6/2002
10275I thought doctors' being able to charge high prices was a thing of the past,Math Junkie-3/6/2002
10274Seems to me your scenarios would have Skilling guilty of perjury for telling ConMath Junkie-3/6/2002
10273I'm not trying to say that Skilling is blameless in all of this. I came to willcousa-3/6/2002
10272<I>I see a situation where Skilling came into the CEO role from operationsKirk ©-3/6/2002
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