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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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10746RE: "Have you looked at how expensing stock options at these companies...wiCary Salsberg-11/7/2002
10745Cary RE: XLNX I noticed this disturbing report today. Message 18207731 Can youSam Citron-11/7/2002
10744Have you looked at how expensing stock options at these companies (LLTC, MXIM, AKirk ©-11/7/2002
10743RE: "How is cost of revenue LLTC/MXIM much lower than ALTR/XLNX? Is it Cary Salsberg-11/7/2002
10742Cary, Since you are intimately familiar with financials of LLTC, XLNX, ALTR etcsemi2000-11/7/2002
10741Also, Why P < $1? Is it really necessary to look at penny stocks to find theSam Citron-11/7/2002
10740N RE: jan effect Thanks for sharing your thoughts and for the link on screen paSam Citron-11/7/2002
10739OT Sam, re. January Effect: (1) What is the primary cause, in your opinion, forQ.-11/7/2002
10738N, My congrats as well on your well-timed excursion. Cary is extremely quality Sam Citron-11/6/2002
10737Cary, Sounds interesting. I don't feel competent to discuss it intelligentlSam Citron-11/6/2002
10736RE: "...the next "big thing"..." If the "hard drive&quCary Salsberg-11/6/2002
10735OT Cary, Have been thinking about the question you asked me about what I think Sam Citron-11/6/2002
10734Incredible timing ~N - My short portfolio saw its high on October 9. Been dowpeter michaelson-11/4/2002
10733I've now sold the semi equips I bought Oct. 8. They were badly oversold, anQ.-11/4/2002
10732The one area where I find call writing interesting is for slightly in the money willcousa-11/4/2002
10731BTW Cary, Nice job on your ASML double in < 1 month. [FD thread] Of course, ASam Citron-11/4/2002
10730Gottfried, On valuation: ALTR and XLNX are $1.65 below the bottom of my range.Cary Salsberg-11/4/2002
10729Cary, I have a similar bias. ><i> I am more afraid of missing the move Gottfried-11/4/2002
10728Hi Sam, This weekend, I looked at DEC in the money calls in response to ZeevCary Salsberg-11/4/2002
10727Cary, Do you have any specific sell targets or plans to raise cash in case the Sam Citron-11/4/2002
10726No relief for fab tool market until 2H '03, says report Semiconductor BusineSam-10/15/2002
10725Another sign that all is not well in Europe is that BMW's and French sailboawillcousa-10/14/2002
10724<i>But if you look at Germany and how they lock the doors, I was told, on w0z-10/11/2002
10723Chinese engineers' low pay climbing fast, says survey siliconstrategies.comSemiBull-10/10/2002
10722Hard to pull one over on the top 1%... it explains why Labor has never organizedKirk ©-10/10/2002
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