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Technology Stocks
It's Different This Time!
An SI Board Since June 2010
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549 26 0 MXIM
Emcee:  Cary Salsberg Type:  Moderated
Introduction Market Data Compact
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249<i>Total capacity rose at a greater rate due to a huge rise in < 200 mmetchmeister-2/25/2011
248You are looking at 300 mm capacity. Total capacity rose at a greater rate due tCary Salsberg-2/25/2011
247The increase in capacity (Q to Q 1194 to 1233) appears to be very moderate. Theretchmeister-2/24/2011
246SICAS Report Q4 2010 sicas.infoCary Salsberg-2/24/2011
245<i>Despite the falling book-to-bill ratio, analysts are still upbeat. 'etchmeister-2/23/2011
244Revenues look good for 2011 and there is still promise for 2012. Demand is broaCary Salsberg-2/18/2011
243<i>These targets will quantify discussion at the next top and hopefully widr_elis-2/18/2011
242Let it roll... Fact: Both semiconductor equipment and industrials are heavily weetchmeister-2/17/2011
241<i>We haven't had "good times" since 2000</i> OK - Letetchmeister-2/17/2011
240My "Not Necessarily Irrational Exuberance" targets don't have a tiCary Salsberg-2/17/2011
239What's the time frame in regards to your targets - Semicon is always a good etchmeister-2/17/2011
238Merrill Lynch expects KLAC to have revenues (in millions) of $3109, $3215, and $Cary Salsberg12/15/2011
237Did you see this...this guy talks about <b>next</b> year and I know etchmeister-2/15/2011
236Sounds like, "It's Different This Time!" for DRAM!Cary Salsberg-2/15/2011
235That would be "nice"...stupid facebook driving demand? 1H’Febuary conetchmeister-2/15/2011
234ASML is the bottleneck for advanced chip making and they have a very good handleCary Salsberg-2/14/2011
233Hopefully they including Hill have a good understanding of how much (DRAM/NAND) etchmeister-2/14/2011
232Five takeaways from TSMC's 450mm pledge by James Montgomery, news editor Fetchmeister-2/13/2011
231youtube.com Etchmeister - the UGLYetchmeister-2/1/2011
230<<I noticed nobody is calling a peak ...>> <<Astute investorsWoody_Nickels-1/31/2011
229Today's market pretty much is run by trading - stock is up (no matter why) ietchmeister-1/31/2011
228It looks 2012 might look solid as well. The sell side pundits complain about beietchmeister-1/28/2011
227UPDATE 4-ASML's profits surge on demand for smartphone chips Wed Jan 19, 201Sam-1/19/2011
226Hi Sam, Just came back from a Chevrolet dealer meeting in Las Vegas. It was throbert b furman-1/18/2011
225Is fab tool business model broken? eetimes.com Mark LaPedus 1/18/2011 12:19 PMSam-1/18/2011
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