Semiconductor and Semi-Equipment Analysts - Their Calls

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Semiconductor and Semi-Equipment Analysts - Their Calls

An SI Board Since December 1998

Posts	SubjectMarks	Bans
195	24	0

Emcee: FJB	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
20	10 December 1998 Thomas P. Kurlak, CFA First Vice President Semicondu	FJB	-	12/16/1998
19	Firm: Hambrecht & Quist Department: Technology Industry: Sem	FJB	-	12/16/1998
18	Bob, I'm sure we'll see upgrades once we have better visibility in the	Proud_Infidel	-	12/13/1998
17	NEW YORK, Dec 11 (Reuters) - Morgan Stanley Dean Witter analyst Jay Deahna said	FJB	-	12/11/1998
16	Paul Engel articulates on Kurlak's competence, or lack thereof, far better	Proud_Infidel	-	12/11/1998
15	Do we give Mark Edelstone two thumbs up for acknowledging the bold below? Inte	Proud_Infidel	-	12/9/1998
14	Brian, The IDC press release was not reported by CBS Marketwatch until 4:00PM	FJB	-	12/8/1998
13	Bob, Do you know if this was released after the bell? All in all, it looks p	Proud_Infidel	-	12/8/1998
12	IDC forecasts strong PC growth Please follow the link for a more readable vers	FJB	-	12/8/1998
11	I agree. SVGI is quite a value at this price. Considering Intel's move to	FJB	-	12/8/1998
10	Re: Billiat's AMAT analysis It seems questionable to me that Billiat shoul	Ritz	-	12/8/1998
9	Bob, Glad to see Morgan upping their rating on the semis today <b>after&	Proud_Infidel	-	12/8/1998
8	Sue Billat's analysis: Monday November 23, 2:46 pm Eastern Time Compa	FJB	-	12/7/1998
7	Most of the predictions in that article are already in the prices IMO. Nothin	Proud_Infidel	-	12/7/1998
6	This is one of the weirder comments by an analyst of late. As far as I know, I	FJB	-	12/7/1998
5	Damn Robert,you beat me in posting that Smart Money article! tom	tombet	-	12/7/1998
4	Here's more fuel to the fire on cap-equip stocks: smartmoney.com Also Kurl	tombet	-	12/7/1998
3	A bunch of predictions in this article... December 7, 1998 Are Chip Equip	FJB	-	12/7/1998
2	Bob, First of all, let me say congratulations on your new thread. May you hav	Proud_Infidel	-	12/7/1998
1	To get the ball rolling, here is what turned out to be THE bonehead call of 199	FJB	-	12/7/1998

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