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Technology Stocks
It's Different This Time!
An SI Board Since June 2010
Posts SubjectMarks Bans Symbol
549 26 0 MXIM
Emcee:  Cary Salsberg Type:  Moderated
Introduction Market Data Compact
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299RE: "However it's frustrating that accomplishing 50% margins is worth sCary Salsberg-4/29/2011
298Actually NF3 is not used in a liquid form - It's used as an etch gas in etcetchmeister-4/29/2011
297Here is what Morris Chang said in TSM's CC. Some of the syntax leaves somethSam-4/29/2011
296All this concern about short term consequences of a natural disaster when the coCary Salsberg-4/29/2011
295Hill mentioned NF3 - NF3 Shortage Could Affect DRAM Shipments Could trouble stietchmeister-4/29/2011
294I think the LRCX comment reflects accurately what TSMC (and NVLS) said today - aetchmeister-4/29/2011
293<i>suggests a "round earth" model and casts doubt on the idea thetchmeister-4/28/2011
292I have listened to earnings conference calls by ASML, LLTC, MXIM, NVLS, ALTR, anCary Salsberg-4/28/2011
291Excerpt from NVLS's CC, relevant to "It's different this time"Sam14/28/2011
290Some follow up in regards to NVLS comments - Now we have also adjusted them detchmeister-4/28/2011
289Indirectly TSMC confirmed capex 2011 spent 36% of 2011 capex = $2.77 billion (tetchmeister-4/28/2011
288There seems to be a consensus among the "financial community" emergingetchmeister-4/26/2011
287The "shameless opportunist" scene from the Mike Nichols film, "Caetchmeister-4/26/2011
286<i>It is as if the author expects his audience to have never come across setchmeister-4/26/2011
285Today, I came across a Seeking Alpha article called "Maxim Integrated ProduCary Salsberg-4/25/2011
284It appears the foundries are lagging - they must be shocked by addtional increasetchmeister-4/21/2011
283The magic number? It's driven by the unit growth and the mix that we're etchmeister-4/20/2011
282Thusly supporting the name of your thread.<smile> Bobrobert b furman-4/20/2011
281Matters are getting more complicated and complex - capital intensity will probabetchmeister-4/19/2011
280I listened to the ASML quarterly earnings conference call and read the Merrill LCary Salsberg14/16/2011
279I found announcements for TSMC, IMEC, Intel, and U of Albany. I found reports oCary Salsberg-4/15/2011
278Should read, "As of 3/27/11..." My "7" key doesn't alwaCary Salsberg-4/15/2011
277Cary, do you know who the first customers are for their latest and greatest machSam-4/14/2011
276As of 3/2/11, there are no EUV tools in the backlog, so there has not been any oCary Salsberg-4/14/2011
275Are the EUV tools "recognized" as orders at all? They talk about 10 foetchmeister-4/14/2011
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