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Semi Equipment Analysis
An SI Board Since October 2000
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4061<i>I'm comfortable with the $20 2004 leap calls.</i> How much wSam Citron-7/16/2002
4060It's just not at all unusual for Secrataries of the Treasury to talk about tSam Citron-7/16/2002
4059SC <i>I defy you to find any other explanation for what happened to cauMrGreenJeans-7/16/2002
4058Hi Sam, How can I ignore psychology? It is most evident at the top and the botCary Salsberg-7/16/2002
4057<i>I have little confidence in the integrity of political and business leaSam Citron-7/16/2002
4056CS <i>I believe, as I stated previously, the concensus of market historiaMrGreenJeans-7/16/2002
4055Cary, ><i>I am waiting for someone to step forward and offer suffering Gottfried-7/16/2002
4054Hi Sam, I have little confidence in the integrity of political and business leaCary Salsberg-7/16/2002
4053Sam, any war stories you might wish to post about the early eighties are of inteGottfried-7/16/2002
4052G, Yeah, but who heard of swing trading back then (1972-82)? I was mainly in suSam Citron-7/16/2002
4051Ian, You are probably right. I have been watching too much CNBC lately. Tell mSam Citron-7/16/2002
4050Cary, A few general comments/questions on some of your subpoints: <i>YouSam Citron-7/16/2002
4049It will be hard for the market to sustain this "amazing" hour and a haSam Citron-7/16/2002
4048Intel pushing out tool deliveries in 300-mm fab, report says Semiconductor BusinThe Ox-7/16/2002
4047One problem is that finding stock charts for older companies like HWP can be chaSam Citron-7/15/2002
4046My favorite memory of that time concerned an obnoxious office manager of the timCary Salsberg-7/15/2002
4045You sound like Joe Osha in disguise. <i>Such glimmers of sunshine in the Ian@SI-7/15/2002
4044<i>The key is not duration, but selection.</i> It is statements likSam Citron-7/15/2002
4043I would guess 85-95% of liquid assets. I suspect that it was 50% if home equityCary Salsberg-7/15/2002
4042Sam, I see the decade before 1982 as a trader's market. Message 17742131 G.Gottfried-7/15/2002
4041Just find a way of investing in Flarion pre-IPO and you will do just fine.Sam Citron-7/15/2002
4040<i>I, on the other hand, had the highest percentage ever of my net assets Sam Citron-7/15/2002
4039G, It needn't take 13 years. And I don't agree with Glickenhaus that NaSam Citron-7/15/2002
4038RE: "...what type of bull or bear it is, i.e., the 16 month cyclical type oCary Salsberg-7/15/2002
4037Sam, you CAN be more positive and helpful. Tell us how to profit in spite of a pGottfried-7/15/2002
4036Sam, ><i>Can't wait to see the annotations for this decade. <g&gGottfried-7/15/2002
4035RE: "Everyone, and I mean everyone, had already sold out in the water-tortuCary Salsberg-7/15/2002
4034RE Dow chart for 70s. Note the only reference to technology is the Three Mile IsSam Citron-7/15/2002
4033Another reason why I take the '13 more years of the bear' predictions wiGottfried-7/15/2002
4032Thanks for the chart G. Now I can see clearly that it was the debut of the WalkmSam Citron-7/15/2002
4031It's always dangerous to trot out gurus of bear markets past, and true to foSam Citron-7/15/2002
4030The consensus is just bearsh*t!Cary Salsberg-7/15/2002
4029And the DOW for the seventies djindexes.com Good for trading.Gottfried-7/15/2002
4028Sam, here's a chart of the Dow for the eighties djindexes.com G.Gottfried-7/15/2002
4027Sam, Thanks for the reasoned response. As you point out, we should know by tomDonald Wennerstrom-7/15/2002
4026Sam, rubbish ><i>Secular bear markets don't normally die until the Gottfried-7/15/2002
4025RE: 2 nice pieces of news today Such glimmers of sunshine in the eyes of bulls Sam Citron-7/15/2002
4024The DOW call was purely random, but so is the DOW on a moment by moment basis, wSam Citron-7/15/2002
4023Ian, Thats very positive news on the backlog status for ESIO. <I><<Donald Wennerstrom-7/15/2002
4022I don't think this is the "BOTTOM" either, but I think we are readDonald Wennerstrom-7/15/2002
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