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Technology Stocks
It's Different This Time!
An SI Board Since June 2010
Posts SubjectMarks Bans Symbol
549 26 0 MXIM
Emcee:  Cary Salsberg Type:  Moderated
Introduction Market Data Compact
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124Current SICAS statistics report. Currently, Q2 2010. sicas.infoCary Salsberg18/22/2010
123<i>According to Semiconductor Industry Capacity Statistics (SICAS), total etchmeister-8/12/2010
122<i> In other words, what Vallee is saying is this: either Avnet’s strong rSam-8/12/2010
121WELL SAID, AAAAAAHHHHHMMMMEEEENNNNNNN !!!!! Bobrobert b furman-8/12/2010
120Cary, Since reg FD, I think the quality, ability to analyse and IQ of the analyIan@SI-8/11/2010
119Robert Castellano 03/15/10 2:31 PM " .... By the way, regarding Extreme etchmeister-8/11/2010
118RE: "The business climate for the semiconductor industry is deteriorating, Cary Salsberg28/11/2010
117Here's a follow up on changes in consumer spending - compared to the other betchmeister18/11/2010
116useful WLI chart by Kirk 1.bp.blogspot.comGottfried-8/11/2010
115Hi Cary, ECRI has been consistently misinterpreted with the decline of the WLI robert b furman-8/11/2010
114RE: "Our proprietary global leading indicators had turned down" And tCary Salsberg18/11/2010
113But iSuppli begs to differ with Castellano-- Supply-side constraints may cause Sam-8/11/2010
112Semiconductor equipment pushouts imminent, says Information Network Press releasSam-8/11/2010
111Good morning Sam and Cary, Strong earnings and revenue growth - are even betterobert b furman-8/9/2010
110MXIM is the one which is most out of favor. Some reasons: 1. A few years ago, Cary Salsberg-8/8/2010
109Thanks!! I currently hold a good bit of SMH, but only a few individual stocks iInvestor2-8/8/2010
108I started this thread to do what you requested, so I will summarize. There are Cary Salsberg28/8/2010
107Hi Cary. Hope you've been well. If you wouldn't mind, would you share Investor2-8/8/2010
106The selection you posted listed inventory increases. The selection is disingenuCary Salsberg-8/4/2010
105<i>Are you saying the macro economic data isn't as available for ChinaSam-8/4/2010
104In my youth, I spent time teaching corporate economists and bankers how to use aCary Salsberg-8/4/2010
103<i>So, even the analysts can find China on a map. </i> Yes, but findSam-8/4/2010
102I don't agree. Every company I listen to breaks out revenues and orders by Cary Salsberg18/1/2010
101Growth in Chinese manufacturing continues to slow Survey: Growth in Chinese manSam-8/1/2010
100This is the biggest reason "It's different this time," IMHO, and wSam-8/1/2010
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