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

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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

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Reply	Message Preview	From	Recs	Posted
151	Hey again ex-Dilbert. I disagree with the valuation of Cree. It's expecte	KevRupert	-	5/29/2000
150	<i> any specific stocks that you think are overvalued??? thanks </I>	Pink Minion	-	5/29/2000
149	any specific stocks that you think are overvalued??? thanks	Gary105	-	5/29/2000
148	<i> The book-to-bill ratio, (1.42), will ultimately tell us if there is a	Pink Minion	-	5/29/2000
147	<i> Anybody follow Cree Research? </i> Great potential. Very, ver	Pink Minion	-	5/29/2000
146	Yes, you are very astute, this is the sector to short the living daylights out	$Mogul	-	5/29/2000
145	ex-Dilbert: This is an excellent thread to start. Historically the amat/intc&	KevRupert	-	5/29/2000
144	Anybody follow Cree Research? I would like to hear anybody's thoughts on a	KevRupert	-	5/29/2000
143	Zeev, Aren't you the same person who just told me that the chip companies	Ian@SI	-	5/29/2000
142	You should differentiate between the chips and the chip equipment industry, and	Zeev Hed	-	5/29/2000
141	Zeev, Relatively speaking, the chip industry is still in its youth. There is	Ian@SI	-	5/29/2000
140	Ian, I think that it "looks" like the chip equipment business is grow	Zeev Hed	-	5/29/2000
139	John, I'd see CapEx peaking between 20 and 25% of chip sales and holding w	Ian@SI	-	5/29/2000
138	Zeev, thanks for the more optimistic estimate on 300mm. I wonder if Ian also h	Gottfried	-	5/29/2000
137	D, here's the ratio of monthly reported SEMI orders vs semiconductor sales.	Gottfried	-	5/29/2000
136	Any thoughts on capital investment as a % of revenue for the semiconductor make	Q.	-	5/29/2000
135	Gottfried, I am trying to be "generous", and Semiconductor Internatio	Zeev Hed	-	5/28/2000
134	Zeev, according to this projection 300 mm won't contribute a lot for a whil	Gottfried	-	5/28/2000
133	Ian, I am quite positive on the industry, I just think that the price peak will	Zeev Hed	-	5/28/2000
132	Zeev, I wished I'd kept the article. A couple years ago I read an article	Ian@SI	-	5/28/2000
131	Zeev, What would it take to make you optimistic on the sector for a longer t	Ian@SI	-	5/28/2000
130	Dataquest are perennially too high on their forecasts, IMHO. Semiconductor Inte	Zeev Hed	-	5/28/2000
129	Zeev: <<You got to face the fact that the most optimistic estimates of t	blake_paterson	-	5/28/2000
128	Ian, having stayed out of the last two months debacle in the semi equip, I thin	Zeev Hed	-	5/28/2000
127	Zeev, you may well be right about me being overly optimistic. RE 300mm: the	Ian@SI	-	5/28/2000

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