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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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108461. The article you present is typical of what we have been seeing. It is disingCary Salsberg-5/9/2004
10845"A bigger gap between supply and demand may be on the way No one wants to gElmer Flugum-5/9/2004
10844Hi Cary, After a bit of a hiatus due to gigantic work project, I have managed tSemiBull-5/9/2004
10843Brian, OT? prospects for lower oil prices biz.yahoo.com G.Gottfried-5/8/2004
10842Hi Cary, Thanks for your post. You honestly give a better reasoning that I seeProud_Infidel-5/8/2004
10841Hi Brian, We are in Q2 '04, so this analysis has plenty of room for revisioCary Salsberg-5/8/2004
10840Cary, At this point in the cycle, what price do you envision AMAT hitting beforProud_Infidel-5/8/2004
10839I follow ICST, MCRL, and POWI. I guess, I wouldn't call MCRL and POWI peersCary Salsberg-5/8/2004
10838Performance Spotlight, Semiconductors The semiconductor business made a dramatElmer Flugum-5/8/2004
10837A fab typically uses many vendors' tools. AMAT is the only vendor that apprCary Salsberg-5/8/2004
10836Cary, Thanks for the responses. I am still a bit unclear about the issue of swiSam Citron-5/8/2004
108351. The trough bottom has been 2 times book for AMAT, so AMAT is not nearly as chCary Salsberg-5/8/2004
10834A few more questions, if you please, Cary. <i>Historically, they are verySam Citron-5/8/2004
10833Hi Sam, If you have no AMAT, that is the place to start. I like NVLS. HistoriCary Salsberg-5/8/2004
10832Hi Cary, I just happened to notice this Phillip A. Fisher obit in Forbes. forbeSam Citron-5/8/2004
10831Steve, good for you. I bet you sleep a lot better too. Your strategy of sellinELH1006-11/13/2003
10830No, it's not time to sell, at least not until the uptrend has been broken. The Ox-11/13/2003
10829I am trimming my positions, usually after they have doubled, so the remaining shMr. Sunshine-11/13/2003
10828The industry is turning......blood in the streets was a year ago.Proud_Infidel-11/13/2003
10827No blood in the street. Time to sell?Ted The Technician-11/12/2003
10826A Conversation with Dan Dobberpuhl - Part 2 DITZEL So will that change who is wSam Citron-11/7/2003
10825A Conversation with Dan Dobberpuhl - Part 1 From Power Vol. 1, No. 7 - OcSam Citron-11/7/2003
10824Thanks. Don't think I have ever heard of GGNS, but will check it out. I hMr. Sunshine-10/29/2003
10823<i>Any thoughts on SE companies that are still bargains?</i> Genus chomolungma-10/29/2003
10822Nice to see a few posts on this thread again, even though I would not say that bMr. Sunshine-10/28/2003
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