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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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324Jim Covello of Goldman Sachs doesn't get it. Aside from seeing cycle tops aCary Salsberg-5/19/2011
323RE: "The NXE:3300 will deliver a throughput of up to 100 wafers per hour, cCary Salsberg-5/16/2011
322ASML to ship 10 EUV tools in 2012 (no difference compared to CC 6 to 8 weeks agetchmeister-5/16/2011
321Good Morning Cary, I believe they have done a wonderful job of protecting the srobert b furman-5/13/2011
320NVLS is the only one of my 8 that doesn't pay a dividend. They prefer buyinCary Salsberg-5/13/2011
319Hi Cary and Etch, I still say this may well be a ploiy to force the parasitic srobert b furman-5/13/2011
318NVLS making a run for 52% margin ... great post about the buy back... etchmeister-5/12/2011
317LLTC Linear Technology - How does a company achieve the highest gross margins inCary Salsberg-5/12/2011
316I completed reading Merrill Lynch (ML) and Credit Suisse (CS) reports which follCary Salsberg15/8/2011
315H20 = Kalifornias real Gold - water not wafer! Surprise, surprise... Report: TSMetchmeister-5/6/2011
314From: cluka 5/5/2011 2:29:37 PM 2 Recommendations Read Replies (1) of 52076 Retchmeister-5/6/2011
313<i>My 2 cents TSMC pushouts will be converted from 6x to 4x: Robust smartpetchmeister-5/5/2011
312Novellus Slides on Convertible Bond Issue By TSC Staff - 07/20/01 - 9:58 AM EDT etchmeister-5/5/2011
311I don't remember this incident in 2001. With hindsight, I would guess NVLS Cary Salsberg-5/5/2011
310July 2001 NVLS issued $800 million CB and the stock dropped 7% that day; it was etchmeister-5/5/2011
309It's a good thing you posted that last line. Until I read that, I could onlIan@SI-5/5/2011
308INTC made a splash with its 3-D transistors at the 22 nm node. NVLS Rick Hill hCary Salsberg-5/5/2011
307Novellus just announced that they are floating a $600m convertible bond--30 yearSam-5/5/2011
306TD Ameritrade is showing 28 million at 9:05 am Pacific time. Rick Hill puts hisCary Salsberg-5/5/2011
305AMAT/VSEA Conference Call "The next question is from Cary Salsberg of SiliCary Salsberg-5/5/2011
304there must be a mistake about NVLS volume - yahoo shows 24 millonetchmeister-5/5/2011
303My 2 cents TSMC pushouts will be converted from 6x to 4x: Robust smartphone and etchmeister-5/5/2011
302Intel leaks show a flashy future * Alert * Print * Post comment etchmeister-5/4/2011
301Regarding Samsung pushouts: Piper Jaffray & Co. estimates that Apple was 17 etchmeister-5/3/2011
300Global IC sales for March to be published within the next couple days - at one petchmeister-5/3/2011
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