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Technology Stocks
It's Different This Time!
An SI Board Since June 2010
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Emcee:  Cary Salsberg Type:  Moderated
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149April 21 2010 NVLS reported sales of $276 million... Q3 2010 and Q4 2010 are pegetchmeister-9/15/2010
148Yeah, it was posted at SICAS first. Stating the obvious again. Dumb.Woody_Nickels-9/15/2010
147ASML CFO Peter Wennink corrected Citi's Arcuri and indicated that chip sizesCary Salsberg-9/15/2010
146Memory 1GB (1x1GB on board) DDR3 1066MHz 2GB (1x1GB on board, 1x1GB DIMM) DDR3 etchmeister-9/14/2010
145dell.cometchmeister-9/14/2010
144Don't get pissy - remember where it was posted first... The high utilizationetchmeister-9/14/2010
143<< On a relative base compared to NB NAND content for tablets is higher buWoody_Nickels-9/14/2010
142<i>One thing Muse emphasizes as a big takeaway from what he calls "thetchmeister-9/14/2010
141perhaps another downgrade is looming finance.yahoo.cometchmeister-9/14/2010
140Caris cuts didn't seem to negatively impact the SCEs, today. No shit - dumb etchmeister-9/14/2010
139<i>EPS will grow, PEs will grow, and share buybacks will boost EPS growth.etchmeister-9/14/2010
138After reading the quarterly earnings reports and listening to the quarterly confCary Salsberg19/12/2010
137RE: "This was a "perfect" upturn..." Many governments were Cary Salsberg-9/10/2010
136<i> My key is how many of the low priced shares can be bought back with thetchmeister-9/10/2010
135I looked at the slides (mid term outlook) and they are not ignorant to CSCO, Intetchmeister-9/9/2010
134I have been listening to the presentations at the Citi Technology Conference on Cary Salsberg19/9/2010
133"...the A4 is a standard package-on-package (PoP) design, with three differetchmeister-9/8/2010
132I found the quote below for the iPad. Those are Samsung DRAM chips, so there isCary Salsberg-9/8/2010
131My guess in case there is a pullback it will be first half and the second half cetchmeister-9/8/2010
130CEOs have been saying they expect 2011 cap equip sales to be up from 2010 even aCary Salsberg-9/8/2010
129<i>Muse cuts his 2011 capital spending forecast to down 10%, from up 20%, etchmeister-9/8/2010
128ALTR raised its revenue forecast for Q3 2010 to up 10 - 14%. The previous forecCary Salsberg19/7/2010
127Mask and template inspection: Production-worthy mask inspection for emerging nodetchmeister-8/25/2010
126I don't know if I like the characterization, "Semiconductor Super CycleCary Salsberg18/24/2010
125Piper Jaffray Predicts Semiconductor Super Cycle finance.yahoo.com Piper JaffraSam-8/24/2010
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