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Semi Equipment-Sell when they're singing in the streets
An SI Board Since February 2000
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Emcee:  Pink Minion Type:  Unmoderated
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251thestreet.com Is the Semi-Equipment Pink Minion-9/14/2000
250Thursday September 14, 7:49 am Eastern Time Press Release SOURCE: Robotic VisiPink Minion-9/14/2000
249<i> Not even close to blood in the streets. </i> Well, let's juPink Minion-8/4/2000
248Not even close to blood in the streets. There haven't even been any layoffs.Math Junkie-8/3/2000
247KLIC announces push outs: biz.yahoo.com There is now Blood in the streets.Pink Minion-8/3/2000
246Katherine, Thanks for the links. I trust I've made it obvious I need 'tuck-8/3/2000
245Just about everything I know about semiconductor manufacturing is at semiconductKatherine Derbyshire-8/2/2000
244Katherine, Rather than dribble this research news on me -- which I DO appreciattuck-8/1/2000
243>>Would the small lens approach perhaps involve an array of them? That wouKatherine Derbyshire-8/1/2000
242I'm sorry, I don't remember one way or the other about UTEK's lensesKatherine Derbyshire-8/1/2000
241Chip Revenues spent on Equipment: infras.com Looks like anything over 25% is toPink Minion-7/29/2000
240Katherine, <<The lens bottleneck is going to be much more difficult to soDemosthenes-7/28/2000
239Katherine, Thanks for that response. I used to follow SVGI, but it's been tuck-7/28/2000
238The lens bottleneck is going to be much more difficult to solve than the drug scKatherine Derbyshire-7/28/2000
237I wonder if this news from LSI could explain some of the selling today and yesteKirk ©-7/26/2000
236The topic of lens manufacturers has come up from time to time on the lithographyAlan Gallaspy-7/18/2000
235<i> Lead times are 9 to 12 months for those components. Do Pink Minion-7/17/2000
234Gottfried or anyone, Well respected analyst Susan Bilat (ex marketing exec for tuck-7/17/2000
233When it will all end? Don't bet on soon. A friend of mine who works at aPete Young-7/17/2000
232Current list of IPO's from last cycle. ASYT late 93 PRIA late 94 MTSN late Pink Minion-7/10/2000
231Wayne, in the case of VECO, I do not think we will see much above $100, but who Zeev Hed-7/9/2000
230Zeev, That "upgrade pattern" seems to be typical of the brokerage firmA. Wayne-7/9/2000
229I do not expect a huge upturn in DD business, but VECO itself, with its shift toZeev Hed-7/9/2000
228Zeev, Since you seem to follow VECO, what's your take on this post from the A. Wayne-7/9/2000
227Ex, look at the "good" I-net stocks, like YHOO, CMGI, AMZN, and you wiZeev Hed-7/9/2000
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