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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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10721RE: "...disguised to fool people like you." Why would anyone expend tCary Salsberg-10/10/2002
10720Communism says "to each according to need" and has no basis in economiKirk ©-10/10/2002
10719I left Pittsburgh in 78. It was the beginning of the end for the steel industrywillcousa-10/10/2002
10718RE: "What is funny or odd is China doesn't have unions yet they are comCary Salsberg-10/10/2002
10717What is funny or odd is China doesn't have unions yet they are communist whiKirk ©-10/10/2002
10716The old mainline big-name steel industry continued to utilize outdated productiowillcousa-10/10/2002
10715<i>Well, if you're going to be investing in these stocks you should beProud_Infidel-10/10/2002
10714The game is to find the companies and products that will benefit most from MooreCary Salsberg-10/10/2002
10713My semi equip picks were not the result of a systematic effort to sort through aQ.-10/10/2002
10712<b>Lithography has been said to be 30% of equipment costs.</b> ThisIra Player-10/9/2002
10711What do you think the industry would be like if we were stuck at .25u? Or whatPink Minion-10/9/2002
10710One comment: Lithography has been said to be 30% of equipment costs. TraditionCary Salsberg-10/9/2002
10709<i>Not once did I mention money. IC's have, and will continue to allowMark Marcellus-10/9/2002
10708<i>steel was, for a long time, a growth industry riding the cutting edge oProud_Infidel-10/9/2002
10707I do not believe we are not even close to the "period of long, slow declineIra Player-10/9/2002
10706Well, there are macro similarities between galaxies. I compare semis to steel bMark Marcellus-10/9/2002
10705Re "I'm buying semiequips now. Price/book multiples are low. There are peter michaelson-10/9/2002
10704I'm paying about $12US ($20 Cdn) for an ADSL service delivering 1Mbps. IIan@SI-10/9/2002
10703Ian, some say BB is too expensive but after cancelling the second phone line andGottfried-10/9/2002
10702Agreed that the BB and home networking will greatly expand. I would also expeIan@SI-10/9/2002
10701Ian, that's good news. ><i>wireless (802.11) will be standard in INGottfried-10/9/2002
10700That is like comparing different galaxies.Proud_Infidel-10/9/2002
10699Cary, WSJ story today quotes Craig Barrett as saying that wireless (802.11) wilIan@SI-10/9/2002
10698Simple question: What was the rate of price/performance improvement of steel inCary Salsberg-10/9/2002
10697<< I don't have access to the historical data, but I'd bet a lot oAlan Siegal-10/9/2002
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