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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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10381Also, some further input from UBS on the semi-equip sector via Briefing.com <Donald Wennerstrom-7/2/2003
10380A good case of "cause and effect" with the downgrade of Novellus by J.Donald Wennerstrom-7/2/2003
10379<I>Their prediction seems to be that INTC is going to do rather well whileKirk ©-7/2/2003
10378<I>The valuations on many stocks are "sky high". Better news thaKirk ©-7/2/2003
10377From Briefing.com: 7:41AM Novellus cut to Underweight at JP Morgan (NVLS) 36.61:Return to Sender-7/2/2003
10376bpNDX dropped one to 74% [SYMC] Jun18 Jun19 Jun20 Jun23 Jun24 Jun25 Jun26 Jun27 Gottfried-7/1/2003
10375From Briefing.com: The Fourth of July is right around the corner, but there wereReturn to Sender-7/1/2003
10374Semiconductor Equipment . . . Adams Harkness reiterated a Buy on Cree. Price tarReturn to Sender-6/30/2003
10373Schaeffer on AMAT call activity news.moneycentral.msn.comGottfried-6/30/2003
10372bpNDX dropped one to 75% [SPLS] Jun17 Jun18 Jun19 Jun20 Jun23 Jun24 Jun25 Jun26 Gottfried-6/30/2003
10371>Maybe today's "semi stock price" action is a precursor to thisReturn to Sender-6/30/2003
10370That's a rather interesting input from Smith Barney. <I> 7:54AM IntelDonald Wennerstrom-6/30/2003
10369Thanks AM, I agree with the point at the end of this bullet: <i>• 1st Leg The Ox-6/30/2003
10368CSFB's view of the May SIA data: May SIA: Still Rolling Over • May Data. OAlastair McIntosh-6/30/2003
10367From CBS Marketwatch: <i>Chip stocks may see some attention after trade gThe Ox-6/30/2003
10366From Briefing.com: SIA data seen positive for PLDs, analog companies The SIA reReturn to Sender-6/30/2003
10365Well, it is nice that we get some good news once in awhile, but is it enough? Donald Wennerstrom-6/30/2003
10364RE: "Better news than we have been getting is needed to drive them higher. Cary Salsberg-6/30/2003
10363RtS, I agree with your thought on the SOX possibly having a slight rebound in tDonald Wennerstrom-6/30/2003
10362RtS, I've given up on trying to name what kind of market we're in. :) GoGottfried-6/30/2003
10361Gottfried, there is still the possibility that we are in the midst of a secular Return to Sender-6/29/2003
10360RtS, thanks for your thoughts. ><i>sneaking suspicion that there will bGottfried-6/29/2003
10359Gottfried, Don and all. I think there is still a good chance that the SOX could Return to Sender-6/29/2003
10358The last 3 weeks has seen a substantial down trend for the Group and SOX compareDonald Wennerstrom-6/29/2003
10357RtS, thanks. Here's the SIA press release url semichips.org PS: the next SEGottfried-6/29/2003
10356This is the same data as the last post sorted by PEG. - 6/20/03 6/27/03 Donald Wennerstrom-6/29/2003
10355The SOX lost a little this past week. Of the 18 stocks, only AMAT had a slight Donald Wennerstrom-6/29/2003
10354Worldwide IC sales increase 2% in May, says SIA By Mark LaPedus Semiconductor Return to Sender-6/29/2003
10353TI to build $3 billion fab in Dallas, says report By Mark LaPedus SemiconductoReturn to Sender-6/29/2003
10352RE: "Cap Ex" Thanks for explaining. ALTR might expense IT infrastrucCary Salsberg-6/29/2003
10351Thanks I've heard xlnx is supposed to be great. <I>RE: "Altera iLizzie Tudor-6/29/2003
10350RE: "Did you say you liked Altera or Xilinx better?" If I could only Cary Salsberg-6/29/2003
10349Did you say you liked Altera or Xilinx better? Altera is starting to make invesLizzie Tudor-6/29/2003
10348I must disagree with one of his contentions. I just received the Nokia 3650 thiProud_Infidel-6/29/2003
10347When articles about the demise of PC growth were being posted, I postulated a PNCary Salsberg-6/29/2003
10346This is the same data as the last post sorted by PEG. - 06/20/03 6/27/03 Donald Wennerstrom-6/28/2003
10345This is the weekly update for the Group. - 06/20/03 6/27/03 FST CALLDonald Wennerstrom-6/28/2003
10344bpNDX stuck at 76% [SSCC dropped, EBAY added] Jun16 Jun17 Jun18 Jun19 Jun20 Jun2Gottfried-6/27/2003
10343From Briefing.com: In our last update, we wrote that the tech sector rally on ThReturn to Sender-6/27/2003
10342MCHP is another that is high on my prospect list. I don't know what a "Cary Salsberg-6/27/2003
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