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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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10621Re: <i>I think DELL is the biggest slam dunk short there is. They'll eAlastair McIntosh-8/16/2002
10620<i> I take it that you feel DELL is extremely overvalued with a P/Book of Pink Minion-8/16/2002
10619Paul, great head lines! :) inside those articles you can sometimes find gems, toGottfried-8/15/2002
10618<I> Suspicious behavior on Wall Street </I> This is my nomination tpaul_philp-8/15/2002
10617I take it that you feel DELL is extremely overvalued with a P/Book of over 15?Proud_Infidel-8/15/2002
10616Suspicious behavior on Wall Street Commentary: Rate-cut predictions raise dark qJim Willie CB-8/15/2002
10615<i> Finding value is never that easy. </i> The game is not easy butPink Minion-8/15/2002
10614<i>Couldn't agree more and is the ONLY reason to pay more than book vaRobert Douglas-8/15/2002
10613<i> Price/Book Value as a measurement of value depends on what type of retPink Minion-8/15/2002
10612<i>Keep telling yourself that. 8.6 times book value is still 4 times normaRobert Douglas-8/15/2002
10611<8.6 times book value is still 4 times normal> Sure it is. But last time BWAC-8/15/2002
10610<i> What a company earns in a recession always makes a stock look expensivPink Minion-8/15/2002
10609<i>This is what should be criminal. Conning suckers that a cap-ex company Robert Douglas-8/15/2002
10608>><i> We recommend the shares of Applied Materials as Buy with a onePink Minion-8/15/2002
10607Thanks for the tip on SMH's high premiums. I like to sell puts and calls at Math Junkie-8/15/2002
10606Gottfried, The SMH also has options. Premiums are pretty high, but so is the voRoad Walker-8/14/2002
10605Thanks. For reference: AMEX Semiconductor HOLDRS composition and weighting vs.Jonathan Edwards-8/14/2002
10604<i>Amateur investors, those who look at charts and numbers (PE P/B PSchomolungma-8/14/2002
10603RE: "...the majority of the market is at buy levels..." My "markCary Salsberg-8/14/2002
10602I'm not trying to make a market call here, but I think that the majority of chomolungma-8/14/2002
10601Jonathan, there are options but they're not simple phlx.comGottfried-8/14/2002
10600I believe this is relatively close, although I am not exactly sure if the componProud_Infidel-8/14/2002
10599There have been discussions about a vehicle that is similar to SOXX. I don'Cary Salsberg-8/14/2002
10598Invest in SOXX? Is there a (relatively) simple way for a (relatively) small invJonathan Edwards-8/14/2002
10597Personally I don't pay any attention to analyst's one year price targetsRobert Douglas-8/14/2002
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