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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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ReplyMessage PreviewFromRecsPosted
3981InvestmentHouse Weekend Update: investmenthouse.com - Early momentum stifled aReturn to Sender-7/14/2002
3980OT: I'm going to put the UTY in my Medved QuoteTracker with an alert at 250.Return to Sender-7/13/2002
3979RtS, OT: I agree with all the points you made about utilities. Watching the grouGottfried-7/13/2002
3978OT: I'm not certain that utilities are all that safe right now either G. QReturn to Sender-7/13/2002
3977Xbrit, Glickenhaus for LT thinking and historic perspective, charts and Zeev forGottfried-7/13/2002
3976Gottried, thanks for finding the Glickenhaus article. It's a very interestinXBrit-7/13/2002
3975I would be careful with Texas Instruments. They (along with others like GM and IAlastair McIntosh-7/13/2002
3974RtS, sure, many tech valuations are still too high. Go with the flow which now fGottfried-7/13/2002
3973This is the SOX data sorted by PEG. 7/5/02 7/12/02 FST CALL NEXTDonald Wennerstrom-7/13/2002
3972This is the SOX performance for the week. Two of the 17 stocks in the group werDonald Wennerstrom-7/13/2002
3971This is the same Group data, but sorted by PEG. 7/5/02 7/12/02 FDonald Wennerstrom-7/13/2002
3970Here is the weekly update of Group performance. All 28 stocks in the Group wereDonald Wennerstrom-7/13/2002
3969I don't think anyone can clearly forecast the future even with all the experReturn to Sender-7/13/2002
3968This is an update of the Group earnings estimates for the past year. This data Donald Wennerstrom-7/13/2002
3967Here is an update of the SOX earnings estimates for the past 4 to 5 months. NotDonald Wennerstrom-7/13/2002
3966Bush's fox in the henhouse The latest from the Washington Post....Presidentmishedlo-7/13/2002
3965Gottfried, could you please send it to me as well: r.weigel@attbi.com Haven'Berk-7/13/2002
3964Gotfried, Please send me the email. TIA salsberg@pacbell.netCary Salsberg-7/13/2002
3963Think, sent. Also read Zeev's comment investorshub.com GottfriedGottfried-7/13/2002
3962Gottfried Would like to read it all (Glickenhaus-Interview). Please send mail toThinktwice-7/13/2002
3961RtS, this interview with 88 year old Seth Glickenhaus rings true. online.wsj.comGottfried-7/13/2002
3960RtS, NDX leads again - now bpNDX is 21%, up from 15. Message 17729914 G.Gottfried-7/12/2002
3959VECO buys FEI biz.yahoo.com VECO is below its '98 lows stockcharts.com[e,a]Gottfried-7/12/2002
3958From Briefing.com: 12:35PM Motorola defended by Cowen (MOT) 13.69 +0.24: SG CoweReturn to Sender-7/12/2002
3957From Briefing.com: 8:56AM S&P futures vs fair value: +2.0. Nasdaq futures vsReturn to Sender-7/12/2002
3956<i>Veeco to Buy FEI in $989 Million Chip-Gear Deal Veeco Instruments (NasdThe Ox-7/12/2002
3955RtS, sometimes it all lines up [GE]: Friday July 12, 7:35 am Eastern Time Press Gottfried-7/12/2002
3954Boy you sure are right about that. Last night they could not have been more bearReturn to Sender-7/11/2002
3953RtS, briefing.com is great for updates, but like everyone else [me included] theGottfried-7/11/2002
3952More from Briefing.com: General Commentary For quite some time now, we have bReturn to Sender-7/11/2002
3951From Briefing.com: 8:32AM PPI +0.1%, core +0.2%; Claims 403K - slightly worse thReturn to Sender-7/11/2002
3950CREE gave out better than expected guidance a while back which gave that whole aReturn to Sender-7/10/2002
3949RtS & Dan, re: Power Semi Stocks Remember I once was asking you in what &quCrossy-7/10/2002
3948RtS, all but one of Stockcharts' bullish percent indexes are down today stocGottfried-7/10/2002
3947From Briefing.com: General Commentary After holding out for weeks, the DJIA is Return to Sender-7/10/2002
3946VIX closing on 37Softechie-7/10/2002
3945MH, thanks for the chart. We should expect the $ to return to its historic rangeGottfried-7/10/2002
3944OT: Here's a dollar chart for you: investorshub.comThe Ox-7/10/2002
3943From Briefing.com: 10:40AM Microchip defended by BofA (MCHP) 22.86 -2.70: -- UpdReturn to Sender-7/10/2002
3942Hi RtS, You could be right on the stealth rally. I think ASYT got away from me JSLyons-7/10/2002
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