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Technology Stocks
Semiconductor Fundamentals
An SI Board Since February 2003
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Emcee:  cordob Type:  Moderated
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32Thanks Milo, that's a neat trick although mostly the url can be pasted just cordob-2/6/2003
31<font color=green>Cordob here's a SI trick to create a shortcut to a Umilo_morai-2/6/2003
30Article about AMD vs Intekl market share. Seems quarter 4 was better again, lostcordob-2/6/2003
29Thanks Stan for this Sharp news: <B>Sharp Q3 net lifted by photo-phones, fcordob-2/5/2003
28RPT-Intel sees PC upgrades boosting corporate spending Wednesday February 5, 1:4Road Walker-2/5/2003
27Interesting and thks, Robert. A note on semiconductor inventories. There is a lcordob-2/5/2003
26This comment on inventories came from Merrill Lynch this morning. SemiconductorRobert Douglas-2/5/2003
25Hi milo, it is already beginning to feel familiar:) Cheers Corcordob-2/5/2003
24Nice to see you here Cordob! M.milo_morai-2/5/2003
23Jan 30, 2003- Global 12-inch fab investment to reach US$60 billion this year, sacordob-2/4/2003
22Feb 3, 2003 Electronics Maker Mitsubishi Shows Profit biz.yahoo.com <i>Jcordob-2/4/2003
21Interview with Nadkarni about chip stocks:(Forbes, jan 3) forbes.com <I>cordob-2/4/2003
20An interesting paragraph of that report is this: <I>Despite the healthy rcordob-2/4/2003
19Cor, Thanks for the welcome. Hope I can offer useful information. greggreg s-2/4/2003
18greg, hi as one of the frequent posters on TMF I had one year free. Now I have cordob-2/4/2003
17Worldwide DRAM revenue for 2002. Thanks to elixe on TMF, boards.fool.com From Gcordob-2/4/2003
16cor, Thanks for starting this thread. You are leaving Motley Fool?? I left sogreg s-2/4/2003
15I thought it might be useful to look into the view on the Rambus cases from Inficordob-2/4/2003
14I am placing the <b>Infineon</b> perspective on the Rambus cases hercordob-2/4/2003
13All SIA/SEMI charts updated home.attbi.com GottfriedGottfried-2/4/2003
12Robert, here's the ratio of monthly equipment bookings to monthly chip salesGottfried-2/4/2003
11I'm expecting the same level of usefulness from this thread too.Robert Douglas-2/4/2003
10<I>I can't tell you how useful it is. </i> Amen to that. Cheecordob-2/4/2003
9Please keep posting this stuff. I can't tell you how useful it is.Robert Douglas-2/4/2003
8cordob, I also chart SIA chip sales monthly [with equipment bookings] home.attbiGottfried-2/4/2003
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