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Semi Equipment Analysis
An SI Board Since October 2000
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4101Crossy, I've never sold puts before and this is worth considering. Thanks. GGottfried-7/17/2002
4100Gottfried, another idea would be to sell shortterm to midterm puts if you feel aCrossy-7/17/2002
4099Cary - asset allocation, while I think this bear market mania is out of proportiCrossy-7/17/2002
4098Scott, I like to bottom fish during the winter when the pond is frozen. <i&Sam Citron-7/17/2002
4097<< I intend to purchase more of these and the others as conditions warrantscott_jiminez-7/17/2002
40964 of my 8 are "so cyclical". The others are not very cyclical, but thCary Salsberg-7/17/2002
4095More from Briefing.com: Dow recovers more than 100 pts; bin Laden rumored dead aReturn to Sender-7/17/2002
4094Sam, I think Cary has attempted to insulate himself from the negative effects ofReturn to Sender-7/17/2002
4093<i>I have failed to convey to you and, possibly, many threaders the exciteSam Citron-7/17/2002
4092July 5th redux. The reaction to the Intel news bears incredible similarity to tscott_jiminez-7/17/2002
4091RtS, PnF University Message 17750121 Recommended for those wondering about PointGottfried-7/17/2002
4090From Briefing.com: Bernstein raises weighting in semi group Bernstein moves to Return to Sender-7/17/2002
4089<i>Raises price target to $21 from $20</i> dang, that's sum upgThe Ox-7/17/2002
4088The stocks seem to move very much in tandem. I think they have been hammered preReturn to Sender-7/16/2002
4087RtS, PnF never lets you buy the bottom. BRCM became a buy at 19.50, when the preGottfried-7/16/2002
40861. I would rate XLNX ahead of ALTR. 2. The amount I invested in XLNX is 86% of Cary Salsberg-7/16/2002
4085Intel Quarter 'Could Have Been Worse' thestreet.com By K.C. Swanson StReturn to Sender-7/16/2002
4084Cary, I know this is not a question you will want to answer but do you prefer XLReturn to Sender-7/16/2002
4083<i>Xilinx chief sees slow recovery By Rick Merritt EE Times July 16, 200The Ox-7/16/2002
4082RE: "... they have to be cooking the books if they report a profit." Cary Salsberg-7/16/2002
4081How accurate do you feel these PNF charts are for predicting future movements? IReturn to Sender-7/16/2002
4080RtS, NDX is 'bull confirmed' now. Message 17747566Gottfried-7/16/2002
4079More from Briefing.com: 6:36PM Intel capex color (INTC) 18.36 -0.76: -- Update -Return to Sender-7/16/2002
4078NDX bullish percent increased to 29% from 21% yesterday July 16.2002 Symbol OpeGottfried-7/16/2002
4077Try setting your chart settings to monthly and use candlesticks. You will get a Return to Sender-7/16/2002
4076Nasdaq ah indicator up dynamic.nasdaq.comGottfried-7/16/2002
4075That's cool G. Thanks a lot for the link. dynamic.nasdaq.com RtSReturn to Sender-7/16/2002
4074<OT> <I>I'll take chela status any day</I> For a minuteSultan-7/16/2002
4073Ketan, I'll take chela status any day. Gurus smoke their own PR too often aSam Citron-7/16/2002
4072Earnings: KLIC biz.yahoo.com Rev up 24% from prev qtr INTC biz.yahoo.com Rev dThe Ox-7/16/2002
4071From Briefing.com: 4:44PM Intel Q3 guidance a bit below consensus (INTC) 18.36 -Return to Sender-7/16/2002
4070MH, INTC about even ah. dynamic.nasdaq.comGottfried-7/16/2002
4069Intel to Cut 4,000 Jobs Chip-Making Giant Intel to Reduce Work Force by 4,000 SThe Ox-7/16/2002
4068Sam, thanks for reporting your findings on stocks during the last secular bear mGottfried-7/16/2002
4067[My prediction tomorrow: down 150] Good job, Sam! Guru status is near. Down aSpecialK-7/16/2002
4066Ah, those foreigners again. <g> History is beginning to rhyme, although O&Sam Citron-7/16/2002
4065Cary, Gottfried: Just accidentally lost a painstakingly researched post in whicSam Citron-7/16/2002
4064No, I don't own any MTSN, nor do I follow it closely. I suspect that it wilIan@SI-7/16/2002
4063Sam <I>It's just not at all unusual for Secrataries of the Treasury tMrGreenJeans-7/16/2002
4062I paid $4.30. That's why I'm comfortable. [end]Gottfried-7/16/2002
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