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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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10821The Japanese chipmakers have been some of the strongest spenders of late, and thProud_Infidel-10/28/2003
10820Based on this siliconstrategies.com Japanese have had their B/B over 1 for some ild-10/28/2003
10819<i>SB, doesn't it look to you like US semi equipment companies have beSemiBull-10/28/2003
10818It seems impossible to say that at this time. It is probably a function of the willcousa-10/28/2003
10817SB, doesn't it look to you like US semi equipment companies have been losingild-10/28/2003
10816Chipmakers' capex to rise slowly, say SMA reports By Peter Clarke, SemicondSemiBull-4/28/2003
10815Upswing coming in equipment spending, report says By Mike Clendenin, EE Times ASemiBull-4/25/2003
10814Surprises surface in top 25 CapEx rankings By Mark LaPedus, Semiconductor BusinSemiBull-4/17/2003
10813CapEx to grow 15% in '03, says IC Insights By Mark LaPedus, Semiconductor BSemiBull-4/17/2003
10812Chip capex predicted to grow 7% By Bolaji Ojo 04/14/2003 11:49 AM EST URL: ebSemiBull-4/14/2003
10811Yes, I did not like the general economic news today either. ST PARIS (Reuters)Sun Tzu-4/9/2003
10810Gartner sees 2002 semi equipment market down 30% By Semiconductor Business NewSemiBull-4/9/2003
10809Applied, ASML grow market shares as '02 industry sales plummet siliconstrateSemiBull-4/7/2003
10808Semicon Europa gets ready for the upswing By Christoph Hammerschmidt, EETimes.dSemiBull-4/3/2003
10807Turn-around in semi equipment is mirage, says market watcher By Semiconductor BuSemiBull-3/27/2003
10806Chip Industry's Workaday Side nytimes.comSemiBull-3/23/2003
10805I saw that comment and emailed a copy to fleck. talk about absurd. i thought iorkrious-3/21/2003
10804<i>The comment said that the stocks could fall 20 percent from October 200Israel-3/20/2003
10803SG Cowen sees upside for chipmaking equipment firms By Semiconductor Business NSemiBull-3/20/2003
10802I don't know either. May be Kirk or Cary can help.Sun Tzu-3/16/2003
10801There may be. I don't know who they are Also === it is easier to double a Will Lyons-3/16/2003
10800I like the concept but isn't there somebody bigger in the refurb business?Sun Tzu-3/16/2003
10799If the market for used equipment is or becomes huge wll that have any effect onWill Lyons-3/16/2003
10798China is a bust for IC equipment makers, says report By Semiconductor Business SemiBull-3/12/2003
10797Chip oversupply expected to linger in '04 By Len Jelinek 02/13/2003 1:45 SemiBull-2/13/2003
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