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Technology Stocks
IPEC - #1 in CMP?
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
757 8 0 IPEC
Emcee:  Philip H. Lee Type:  Unmoderated
Introduction Market Data Compact
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407 Jay: Don't worry we can't jump through a computer screen. Please postJoseph E. Caiazzo-10/27/1997
406 To all semi equipment investors: ALERT: I am studying Price to sales (PSR'sJay M. Harris-10/27/1997
405 To the board, Memory prices are continuing to decline. 16 meg prices are down Jay M. Harris-10/27/1997
404 Dennis, learning curve yield improvements are the result of Semi-companys constJay M. Harris-10/25/1997
403 Jay, For my own edification could you please explain what "learning curveMy Father's Son-10/25/1997
402 Craig, The morning report from Intel follows, ntel delays Texas plant openinJay M. Harris-10/25/1997
401 Jay, <i>"You will see more fab push outs."</i> Thanks GuinnessGuy-10/25/1997
400 Thanks for the info. This is great. I agree that there is a lot downside poteThe Jedi-10/25/1997
399 Robert: So far your the only one on the net to share my perspective. I use MicrJay M. Harris-10/24/1997
398 Jay, I like your style. I have been watching the semi-equipment stocks for a wRobert Schling-10/24/1997
397 The following companies are my favorite in the equipment group in order. ImportJay M. Harris-10/24/1997
396 Jay I agree with you, but I am not too familiar with all the equipment players.The Jedi-10/24/1997
395 A KIRI, the very fact that I have been flamed on the Cymer thread confirms my tJay M. Harris-10/24/1997
394 Jay I have been reading your write ups. Could you name the equipment makers thThe Jedi-10/24/1997
393 The equipment group sliced right through the 200 day! This is happening faster Jay M. Harris-10/24/1997
392 Chris: Trust me when I tell you not to use IBES or brokerage Earnings EstimatesJay M. Harris-10/24/1997
391 Jay, when you are right youre right! Getting smacked across the board. Impact Christopher Adams-10/24/1997
390 Most people don't realize that the best time to buy equipment companies is Jay M. Harris-10/24/1997
389 To all CMP Techno-Crats Please Listen to This Warning!! The up-cycle is startinJay M. Harris-10/24/1997
388 To the board. Don't bottom fish yet! The technicals are UGLY. Frankly, I thJay M. Harris-10/23/1997
387 Nothing wrong with contrary investing...But in this case you won't mind if Joseph E. Caiazzo-10/22/1997
386 Joe, I realize what you say has merit and is logical but, the memory co's Jay M. Harris-10/22/1997
385 Please post conference call if anyone knows it.Christopher Adams-10/22/1997
384 Hi Jo, Good to see you too are still hanging in there. I agree with your asseChristopher Adams-10/22/1997
383 I think the co will meet the street estimates, but the price does not reflect Joseph E. Caiazzo-10/22/1997
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