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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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4181Here is the table for the SOX this week. TER and AMAT were big "drags"Donald Wennerstrom-7/19/2002
4180The highest closing price for the Group this year was for the week ending 3/29 -Donald Wennerstrom-7/19/2002
4179Don, thanks for the stats. Good thing we don't pay you for performance.<vGottfried-7/19/2002
4178Here is the same data sorted by PEG. 7/12/02 7/19/02 FST CALL NEXDonald Wennerstrom-7/19/2002
4177Another nasty week, particularly for the semi-equips. The Group is down 10 perDonald Wennerstrom-7/19/2002
4176Don, thanks for the btb numbers. Business Week just arrived in the mail and it hGottfried-7/19/2002
4175This is the resultant BtB table updated from the data in the last post. Donald Wennerstrom-7/19/2002
4174Here are the updated tables for Bookings and Billings from SEMI Donald Wennerstrom-7/19/2002
4173Gottfried, I just looked and it is out - 1.28 for June. I will post the numberDonald Wennerstrom-7/19/2002
4172Gottfried, A small point, but in your reference: suite101.com the BtB tends tDonald Wennerstrom-7/19/2002
4171NDX stocks on PnF buy signals for each day of this week Week of July 15. - JulyGottfried-7/19/2002
4170Don said yesterday that the BtB should be released tonight probably about the tiReturn to Sender-7/19/2002
4169Don, just remember a bookings plateau lasting a few months is normal at this poiGottfried-7/19/2002
4168Anyone have a link with more details? From marketwatch: Pitt sees need to refoThe Ox-7/19/2002
4167Cary, FWIW, here's a portfolio manager who takes a rather dour view of MoorSam Citron-7/19/2002
4166cfo.com <i> Stock Options: Easy as SFAS No. 123 Movement toward performancThe Ox-7/19/2002
4165KLIC as a proxy for the sector... Replace 'KLIC' with any stock in the scott_jiminez-7/19/2002
4164Cary, What was it that most encouraged you about the XLNX cc? My impression is Sam Citron-7/19/2002
4163When is the July BTB?BWAC-7/19/2002
4162Hey Don, believe it or not they are not all down today: Wolf downgraded the folReturn to Sender-7/19/2002
4161More downgrades in the sector. The brokerage houses are all taking their turn, Donald Wennerstrom-7/19/2002
4160LGVN Vinod Agarwal, President and Chief Executive Officer said, "We are disThe Ox-7/19/2002
4159Sam, I might have been off a bit. 1250 held in December 96. 1200 held in ApriSpecialK-7/19/2002
4158Here are some options related links from CFO.com (sorted by date) cfo.com:8008/The Ox-7/19/2002
4157From Briefing.com: Nasdaq holds above recent lows -- Technical -- The index isReturn to Sender-7/19/2002
4156Hi Sam, I just listened to the XLNX conference call and I am feeling good. YouCary Salsberg-7/19/2002
4155Michael, accounting treatments are usually laughed at among the profession of coCrossy-7/19/2002
4154Thanks Michael. Look forward to what you can find.Berk-7/19/2002
4153I think that it makes some sense to have options reported and reevaluated each qThe Ox-7/19/2002
4152Xbrit, I like that simple argument ><i>GDP +90%, Dow +250%, Nasdaq +250Gottfried-7/19/2002
4151OT Michael, have you ever found a good reference to the option accounting "Berk-7/19/2002
4150With respect to the Dow still being too high, I found the charts in the latest XBrit-7/19/2002
4149Cary, I don't disagree with you. When Moore's Law meets the Bubble we dSam Citron-7/19/2002
4148<i>Chartered expects slower second half growth By Mike Clendenin EE TimeThe Ox-7/19/2002
4147The following is an excerpt from a CBS Marketwatch article tonight. cbs.marketwDonald Wennerstrom-7/18/2002
4146From Briefing.com: 6:52PM Photronics warns for Q3 (PLAB) 15.95 -0.56: Company waReturn to Sender-7/18/2002
4145Sam, We have been around a while. Compare the internet to the telephone systemCary Salsberg-7/18/2002
4144Sam, Cary let me fill in in your great exchange with regard to technology trendsCrossy-7/18/2002
4143Don, seems strange, doesn't it? ><i>Every day the bpNDX goes up<Gottfried-7/18/2002
4142OK Gottfried - I hear you - but when is "the action" going to kick in?Donald Wennerstrom-7/18/2002
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