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Technology Stocks
Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25522 235 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
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24622DRAMeXchange: USB3.0 will heat on in 2011 Published Oct.12 2010, 14:41 PM (GMT+etchmeister-10/12/2010
24621We might see some back paddling but 20 calls will probably expire worthless Messetchmeister-10/11/2010
24620Two months after announcing notebooks are falling off a cliff we see headlines etchmeister-10/11/2010
24619It certainly does not fit WS gloom and doom agenda... TSMC 3Q10 sales top estimaetchmeister-10/11/2010
24618It certainly does not fit WS gloom and doom agenda... TSMC 3Q10 sales top estimaetchmeister-10/11/2010
24617This is no coincidence - occasionally the news is "censored" rememberetchmeister-10/10/2010
24616I looked for the TSMC monthly sales report but there was none on Yahoo headlinesetchmeister-10/10/2010
24615<i>The percent fell with 300 mm</i> Actually some equipment makers oetchmeister-10/10/2010
24614Yes, ASML is in The Netherlands and it has a big share of the pie. The percent Cary Salsberg-10/9/2010
24613Cary, Keep in mind, you are looking at North America vs World. It is not only pcluka-10/9/2010
24612When I look at the charts, I see Semi sales far above the dot com peak, but semiCary Salsberg-10/9/2010
24611Several local peaks on an upward trend; that huge V shaped drop looks (almost) letchmeister-10/8/2010
24610Very interesting. Thank you very much for the explanation.Jeffry K. Smith-10/8/2010
24609SIA August ww chip sales sia-online.org i105.photobucket.com <img src='hGottfried110/8/2010
24608Units still go up but there is a trend to integrate several functions (that usedetchmeister-10/8/2010
24607So are you saying that you don't think KLIC is in as bad a circumstances as Jeffry K. Smith-10/8/2010
24606Yes, the industry is really stupid. They can't bring on capacity smoothly wCary Salsberg-10/8/2010
24605Hi Bob, KLIC is a back end volume play. Bonders have short lead times and don&Cary Salsberg-10/8/2010
24604Hi etch, My first reaction to the Klic announcment was "Wait till Hill strrobert b furman-10/8/2010
24603Adds Kim: “We are not convinced CapEx will increase in 2011,<b> but even ietchmeister-10/8/2010
24602Hi Cary, Didn't Klic recieve record orders 1-2 quarters before others said robert b furman-10/8/2010
24601OK, you will not hear this any place else, but I will say emphatically, "KLCary Salsberg-10/8/2010
24600Gear vendor K&S warns of softening demand 10/7/2010 6:25 PM EDT SAN FRANCIFJB-10/8/2010
24599Hi Etch, Do you think these PC makers lean out their inventory and production srobert b furman-10/8/2010
24598Samsung's Q3 Earnings Will Fall but Sales to Hit New High * More… *etchmeister-10/8/2010
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