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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
Introduction Market Data Compact
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174Once again it appears that the sell side is honkering up bad news,just as the marobert b furman-10/5/2010
173Boring means results may exceed or fall short of estimates and estimates may beCary Salsberg-10/5/2010
172Surprised WS did not unleash the big downgrade gun - can't shoot a man twiceetchmeister-10/5/2010
171Bookings versus AMAT stock price - remember - stock price did not really respondetchmeister110/2/2010
170Give me a break! The genius at iSuppli, like Newton, was hit on the head by a fCary Salsberg210/1/2010
169<i>While revenue is great, what investors want to see is profits. The realetchmeister-9/30/2010
168TSV is coming conceivablytech.com scsong.wordpress.cometchmeister-9/30/2010
167Where else in the world can an individual spent $120 million of her "own&quetchmeister-9/30/2010
166RE: "Based on our inventory analysis, rising capacity estimates and demand Cary Salsberg-9/30/2010
165A new forecast - steady year to year increase compared to 2010 - me thinks 2010 etchmeister-9/30/2010
164Cary, OT ** it reminds me of people who criticize the firemen for causing water Gottfried-9/30/2010
163Hi etch, If others are like Cohu,then most products have been outsourced to conrobert b furman-9/30/2010
162This is off topic, but in view of recent events, timely. My last post on the WeCary Salsberg19/30/2010
161Can it get more pathetic - for months forward PE's are at single digit (whicetchmeister-9/22/2010
160RE: "...it seems IC sales always pull back temporary at the end of CY."Cary Salsberg-9/21/2010
159Looks like the effectiveness of downgrades has peaked - they continue to trickleetchmeister-9/21/2010
158Looks like the effectiveness of downgrades has peaked - they continue to trickleetchmeister-9/21/2010
157ASML presented this week at the Deutsche Bank technology conference. They said Cary Salsberg-9/19/2010
156How clever of Goldman Sachs to realize orders will peak first at the company witetchmeister-9/19/2010
155ASML has more than the first half data. They are fully booked to the second/thiCary Salsberg-9/17/2010
154<i>The capital equipment added in 2010 has added little additional wafer cetchmeister-9/17/2010
153I listened to the ASML presentation at the Deutsche Bank Technology Conference. Cary Salsberg-9/17/2010
152<i>there would seem to be further catching up to do prior to a pullback inetchmeister-9/16/2010
151ASML CFO Peter Wennink corrected Citi's Arcuri and indicated that chip sizesetchmeister-9/15/2010
150<i>Yeah, it was posted at SICAS first.</i> Cogito, ergo sum.etchmeister-9/15/2010
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