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Technology Stocks
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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26 Another tech secondary. Not exactly chipmakers, or chips, but highly related tgeoffrey Wren-3/3/2000
25 Fab announcement 300mm Message 13016365 8 inch Message 13019077Pink Minion-3/1/2000
24 <i> Is this a warning bell?? Kind of reminds me of 1995. </i> FunnPink Minion-2/29/2000
23 Is this a warning bell?? Kind of reminds me of 1995. Buyers benefit as DRAM pRunning Bull-2/29/2000
22 CHIP PRODUCTION CAPACITY: Chip capacity is so tight 'overshooting' isJames Calladine-2/27/2000
21 Thanks Gottfried for all of your charts and industry insights. StanStanX Long-2/26/2000
20 Canon revs up throughput of 248-nm scanner for 0.15-micron ICs semibiznews.comSemiBull-2/24/2000
19 Taiwan is no Hong Kong..... The free world gave Hong Kong to the chinese... thersie-2/24/2000
18 OTOH, China would love to tap into Taiwan's foreign exchange riches. Just rKatherine Derbyshire-2/24/2000
17 I have been up and down about this same issue. I work with a former "red&rsie-2/24/2000
16 How about an exogenous cause for a market fall? Mainland China is getting moregeoffrey Wren-2/24/2000
15 SEMI EQUIPMENT STOCK PRICES: Please excuse the simplicity of what I am proposiJames Calladine-2/24/2000
14 I totally agree. We haven't seen nothing yet. I think the Fab announcemenPink Minion-2/24/2000
13 ex-Dilbert, I like your thread but I think your a bit premature. I think the seRobin-2/24/2000
12 Running Bull, you may wish to check my latest chart showing ww semiconductor sGottfried-2/23/2000
11 All I know is that I sold too early in this cycle and am kicking myself at thisRunning Bull-2/23/2000
10 <i> am less enthusiastic about the semi-equipment stocks than I used to Pink Minion-2/23/2000
9 Variables are EPS and PE. These are the key to our discussion if you believe iCary Salsberg-2/23/2000
8 Re: "The previous cycle saw peak prices ~ 20 times peak earnings and with Investor2-2/23/2000
7 Some Ideas: The up cycle started started in 2000 according the NVLS's HillCary Salsberg-2/23/2000
6 Perversely, perhaps a clue to sell will be when this thread has a lot of peoplegeoffrey Wren-2/23/2000
5 <i> could you and anyone else tell me what you strategy will be ? </i&Pink Minion-2/23/2000
4 "We can make just as much money on the way down as we have on the way up.&rsie-2/23/2000
3 6. Companies go to the til with secondary offerings not once but twice within tPink Minion-2/23/2000
2 New plants boost Singapore's chip sector technologypost.com <i>SingPink Minion-2/23/2000
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