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Non-Tech
Invest / LTD
An SI Board Since May 1998
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13677Thanks...I mentioned that on the KOPN thread. Nice plug, huh? You know what, hSJS-7/25/2000
13676Brian Finnety(sp?) gave a good push to one of your old favorites this AM -- KOPJHR-7/25/2000
13675Will look at it. I went back to read some on the STDriller thread. Wow. That SJS-7/25/2000
13674Mr. Signalwatch is "fairly confident of a rally tomorrow" although &quJeffrey Beckman-7/24/2000
13673I love KEM fundamentally, and everyone knows here that I've mentioned it a wSJS-7/24/2000
13672If you huys like unsexy but super low PE semi play KEM beating its number and a Thean-7/24/2000
13671End of the summer rally or just the pause that refreshed? Is this going to turnThe Ox-7/24/2000
13670Let me add that since I started my model communications semi portfolio in Sept 9The Ox-7/24/2000
13669Steve, When I refered to AMCC, PMCS and BRCM's days being numbered, I mean tThean-7/22/2000
13668"AMCC, PMCS and BRCM are still three of the creams but I would rather bet oSteve Warkentin-7/22/2000
13667I would also add that the street is no longer looking just at future potential aThean-7/21/2000
13666I watched that. IBM has always been a 2nd half story, according to the analystsSJS-7/21/2000
13665Although its not as easily quantifiable, what seems to matter a lot is what theyJHR-7/21/2000
13664No question in my mind that you are on the right track with your evaluation. 4tThe Ox-7/21/2000
13663Any thoughts on METHA? I'm in STLW, but it looks like the best arb. play ouJeffrey Beckman-7/21/2000
13662OK. We're going to tap your knowledge and experience, then. There seems toSJS-7/21/2000
13661May I add to the list? SNDK flash memory - gets no respect, obliterates estimatdrsvelte-7/20/2000
13660I agree...the field is narrowing ever earnings reporting period. I've gettiSJS-7/20/2000
13659Funny you mentioned TQNT, as I was thinking the same thing! Very solid report. The Ox-7/20/2000
13658Mike, TQNT did well also. I have to get back into that. SteveSJS-7/20/2000
13657SUNW put together a great report, too. Haven't had the time to go over all The Ox-7/20/2000
13656TXCC ices the cake: adds a 2 for 1 split as well... ___________ biz.yahoo.comSJS-7/20/2000
13655TXCC smokes it:(.16 Zacks concensus), they did .21 ___________ biz.yahoo.comSJS-7/20/2000
1365414:06 ET Book-To-Bill : DLJ sees US semiconductor equipment book-to-bill declinidrsvelte-7/20/2000
13653I hope you closed out your JDSU short before yesterday's close!!! Yhecch! Sdrsvelte-7/20/2000
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