Semi Equipment-Sell when they're singing in the streets

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks
Semi Equipment-Sell when they're singing in the streets

An SI Board Since February 2000

Posts	SubjectMarks	Bans
276	46	0

Emcee: Pink Minion	Type: Unmoderated

Introduction Compact

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
126	Ian, some three years ago, I was accused of similar overpessimism, when I sugge	Zeev Hed	-	5/28/2000
125	Zeev, I believe that: the 300mm build will most likely happen during this cy	Ian@SI	-	5/28/2000
124	Ian, I am not a pessimist by any mean, I have stated that some time in the near	Zeev Hed	-	5/27/2000
123	Zeev, A couple factors to temper your usual optimism. :-) 1. Many chip maker	Ian@SI	-	5/26/2000
122	I believe that most forecasts for th semi yearly shipments this year is around	Zeev Hed	-	5/26/2000
121	Alan, I'd add that the BtB number released was: 1. Preliminary. 2. Showed	Ian@SI	-	5/26/2000
120	<i>I further believe that the Fed may already be done raising rates. The	Alan Gallaspy	-	5/26/2000
119	<i> I would NEVER average down in this sector unless you are sure we'	Ian@SI	-	5/26/2000
118	<i> I don't know why you edited the opening message to tone down th	Pink Minion	-	5/26/2000
117	Oops - I mistyped the amount by which AMAT is off its closing high: it is down	Math Junkie	-	5/26/2000
116	D, I didn't mention those things because they have already been discussed a	Math Junkie	-	5/26/2000
115	Richard, <<With AMAT currently down 20% from its closing high and having	Demosthenes	-	5/26/2000
114	I just read through your thread, and I would like to congratulate you on starti	Math Junkie	-	5/25/2000
113	<i> As the forecast time period moves further past that "horizon&quo	Pink Minion	-	5/18/2000
112	He could be right or he and his team could be suffering from the "horizon&	Ian@SI	-	5/18/2000
111	Uh oh "A peak at three" Can they be right? semibiznews.com STMicr	Pink Minion	-	5/18/2000
110	Just thinking..... "It ain't over until the Fat Lady sings", In	Pink Minion	-	5/12/2000
109	Thanks for that info, I missed this one. Yes, Novellus should post strong numb	Dr. Mitchell R. White	-	5/10/2000
108	Headline: Novellus CEO 'Very Comfortable' With 2nd-Quarter Earnings Est	Q.	-	5/10/2000
107	Gottfried, Ain't this new technology stuff wunnerful? <g> Mitch &q	Dr. Mitchell R. White	-	5/9/2000
106	Thanks, G, I got it. My email was very slow in coming, my ISP was apparently b	Dr. Mitchell R. White	-	5/9/2000
105	Gottfried, I never procrastinate on putting off stuff until later. <g>	Dr. Mitchell R. White	-	5/9/2000
104	fatboy, found a nice chart of up to 3 years SIA data [ww semiconductor sales].	Gottfried	-	5/9/2000
103	I'm not sure how much importance I'd give to the Xicor story. Company	WTSherman	-	5/9/2000
102	fatboy, thanks for the Xicor story. Even non-high-flying equipment stocks, like	Gottfried	-	5/9/2000

Go to reply# or date (mm/dd/yy):