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It's Different This Time!
An SI Board Since June 2010
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Emcee:  Cary Salsberg Type:  Moderated
Introduction Market Data Compact
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374Hi Cary, Rick Hill was on Cramer tonight. Hill said it was an interruption - arobert b furman-7/12/2011
373I just watched 8 minutes of Rick Hill "one on one" with Cramer. He waCary Salsberg-7/12/2011
372<i>"The persistently negative forecasts for single digit growth in PCetchmeister-7/12/2011
371I thought lower prices make the $400+ million buy back funds more valuable and aCary Salsberg-7/12/2011
370<i>There are macroeconomic factors which might cause Hill's customers etchmeister-7/12/2011
369Hill did not relate his customer's caution to Japan or an economic cycle. HCary Salsberg-7/12/2011
368Did Rick feel that the foundry outlook might be a result of the Japan quake afteIan@SI-7/11/2011
367I just listened to the NVLS conference call. NVLS customers, particularly foundCary Salsberg-7/11/2011
366If one considers the prevailing models and their resulting valuations, most of wCary Salsberg-7/11/2011
365Some people are completely ignorant when it comes to Japan - pretty amazing. Theetchmeister-7/11/2011
364Thanks!!Cary Salsberg-7/10/2011
363sia-online.orgetchmeister-7/10/2011
362I still can't find a copy of the SICAS report for Q1 2011. The site still dCary Salsberg-7/9/2011
361Semis: Supply Side Looks Favorable, Says Credit Suisse By Tiernan Ray The supetchmeister-7/8/2011
360According to latest SICAS report foundry capacity grew only 1.2 % sequentially ietchmeister-7/7/2011
359carljohnson used to post on AMAT board - several years ago he was completely offetchmeister-7/6/2011
358I think that quote is from IBD-- Chip Process Supplier Novellus: Acquisition TaSam37/6/2011
357"Hill thinks the current cycle could also last about seven years, with fiveetchmeister-7/6/2011
356From a Forbes article by Infrastructure's Carl Johnson: "Hill thinks thCary Salsberg-7/6/2011
355Japan impact - I think the YTD data shows it clearly: Americas up 3.2%, Europe uetchmeister-7/5/2011
354<i>I got a question:</i> Novellus Ships VECTOR(R) LED System to Chinetchmeister-7/1/2011
353Can anybody please explain how Semico's "leading indicator" could etchmeister-6/30/2011
352WSTS forecast update: Moderate growth, OSD and Europe happy June 13, 2011 - No betchmeister-6/15/2011
351LED vs chips: I'd add that one is almost exclusively driven by cost, the othgugie-6/14/2011
350RE: "...in what respect do LED fabs differ from IC wafer fabs?" It isCary Salsberg-6/11/2011
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