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Technology Stocks
Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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10571bpndx has decreased to 25 from 28% Friday. List of stocks on PnF buy signal... Gottfried-8/5/2002
10570P.T., good idea to look back to end of '98. Daily chart stockcharts.com[w,a]Gottfried-8/5/2002
10569Brian and P.T., I was just about to post that chart to P.T. If you look at SEMI Gottfried-8/5/2002
10568<i>AMAT is ~20% higher than it was at the end of 1998 when the business waProud_Infidel-8/5/2002
10567>Stocks are good values, now. Why? AMAT is ~20% higher than it was at the eP.T.Burnem-8/5/2002
10566Cary, we are now around the $1 B per month in billings for the industry, do you Zeev Hed-8/4/2002
10565I read Zeev's response, already. I have an explanation and it applies to KLCary Salsberg-8/4/2002
10564I'd like to read Cary's response on that one as well. KLIC is selling atZeev Hed-8/3/2002
10563Any thoughts on why KLIC is being hit harder in this recent downdraft? Metric isTI2, TechInvestorToo-8/3/2002
10562Hi Sam, I would cease to be interested long before my net worth was equal to thCary Salsberg-8/2/2002
10561Cary, I have sometimes referred to you as the Warren Buffett [WB] of Tech. But Sam Citron-8/1/2002
10560more ISM grist for the mill on economist lack of capability July ISM Index, whiJim Willie CB-8/1/2002
10559economists remain consistent: wrong by 120% in Q2 GDP once again providing contJim Willie CB-7/31/2002
10558economist disservice to US investors is tragic travesty /jwJim Willie CB-7/28/2002
10557Speaking of compromised analysis, the San Jose Merc printed this today. Reads liXBrit-7/28/2002
10556a really good comprehensive econ outlook, NOT GOOD... gold-eagle.com warning sJim Willie CB-7/28/2002
10555While the commitment to a 300mm fab may well be in excess of $2.5B, it's unlIan@SI-7/26/2002
10554RE: "Once the "outsourced" requirement grows sufficiently, it'Cary Salsberg-7/26/2002
10553Good discussion. You've made points that I hadn't thought of.Robert Douglas-7/26/2002
10552Cary, I doubt that it's an "all or nothing" scenario. With a leaIan@SI-7/26/2002
10551I don't think you can look at foundries as an outsourcing entity. TSMC rivaCary Salsberg-7/26/2002
10550<i>I don't expect significant capacity expansion until the recovery isRobert Douglas-7/26/2002
10549Carl, I think what I meant to say is that just because the foundary business is Nevin S.-7/26/2002
10548You said, "...when things are slower..." In general that means fewer Cary Salsberg-7/26/2002
10547This is a cut from the TSM earnings announcement or conference call. BasicallyNevin S.-7/25/2002
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