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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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96303 489 0 SOXX
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Introduction Market Data Compact
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4221ALTR up a couple pennies after hitting number. Guidance for Q3 is flat to +2%. Terry D-7/22/2002
4220Silicon Laboratories Reports Second Quarter 2002 Results Company Announces RecorReturn to Sender-7/22/2002
4219Michael and Bob - Stocks showing long term basing patterns and those showing higReturn to Sender-7/22/2002
4218SFNT also has relative strength compared to the market.The Ox-7/22/2002
4217Hi RtS, Cohu and KVHIrobert b furman-7/22/2002
4216That news from Citigroup v/v Enron is precisely the reason (the entire US financscott_jiminez-7/22/2002
4215From Brieifng.com: 8:16AM June semi equipment book/bill edges higher : The June Return to Sender-7/22/2002
4214NVLS tomorrow night will be a key to determining how much more fuel they have toReturn to Sender-7/21/2002
4213Yes, I had a feeling that is was "bad" by watching the comments the paDonald Wennerstrom-7/21/2002
4212Friday's Briefing.com notes: 2:37PM Kulicke & Soffa corp credit cut to CReturn to Sender-7/21/2002
4211This is the same table format for the SOX. Of great interest here is the July Donald Wennerstrom-7/21/2002
4210Two upward and 33 downward ratings July? Geeze that is "killing the groupReturn to Sender-7/21/2002
4209The following table is an update of one I posted many weeks ago. It shows the uDonald Wennerstrom-7/21/2002
4208Jonathan in my opinion we are rapidly approaching a day of capitulation but everReturn to Sender-7/21/2002
4207Hello RtS, Your post reminds of our earlier exchange for extreme BUY targets, wJSLyons-7/21/2002
4206Thanks Crossy I added those stocks to this list of stocks showing signs of basinReturn to Sender-7/21/2002
4205Stockcharts newsletter stockcharts.com <i>Once you are in an established Gottfried-7/21/2002
4204RtS, longterm "basing" patterns.. No problem. What about these ? NetCrossy-7/21/2002
4203Technology Stocks forming good long term bases that might be good for playing thReturn to Sender-7/21/2002
4202InvestmentHouse Weekend Market Summary ----------------------------------------Return to Sender-7/21/2002
4201More Selling but Market Snapback Seen By Brendan Intindola biz.yahoo.com NEW YReturn to Sender-7/21/2002
4200Cary, thx alot for your "real world" data in the FPGA/PLD arena.. rgrCrossy-7/21/2002
4199stockcharts.com You can slide the button that shows "10 days" back anThe Ox-7/20/2002
4198Market share: XLNX 44% ALTR 32% LSCC 11% ACTL 6% Others 7% I don't see theCary Salsberg-7/20/2002
4197Cary, thx alot for connecting my "missing dots". So this ASIC vs. FPGACrossy-7/20/2002
4196Kirk, 2 new SEMI charts Message 17767762 The others will follow by tomorrow. GGottfried-7/20/2002
4195<B>Bungie Portfolio</b> <I> My portfolio is still very much wKirk ©-7/20/2002
4194Crossy PLDs are being fabricated by XLNX and ALTR at 0.15u and 0.13u, respectivCary Salsberg-7/20/2002
4193Crossy, Interesting. As I am not an engineer, I'll defer to Cary on this onSam Citron-7/20/2002
4192Sam, re: Moore's Law thx for this article on Don Luskin's comment. If ICrossy-7/20/2002
4191Cary, "This economic climate" as referred to in my previous post refeSam Citron-7/20/2002
4190Unfortunately, they are unable or unwilling to double their bloat every 18 monthCary Salsberg-7/20/2002
4189I am not sure what "this economic climate" refers to. I think it is sCary Salsberg-7/20/2002
4188Here is an update on the Bookings cycle. The table starts in Jan 95 and is updaDonald Wennerstrom-7/19/2002
4187Cary, I was under the impression that MSFT's bloatware was good for sales oSam Citron-7/19/2002
4186Cary, I don't pretend to have a good understanding of these complicated matSam Citron-7/19/2002
4185Hi Sam, I read the article a while back and branded it a contrary indicator. WCary Salsberg-7/19/2002
4184Unlike the Group peaking 15 weeks ago, the SOX peaked(for 2002) 18 weeks ago. ODonald Wennerstrom-7/19/2002
4183Hi Sam, They forecast 6-8%, raised it to 8% mid quarter, and reported 6%. TheyCary Salsberg-7/19/2002
4182Here is the sort by PEG. 7/12/02 7/19/02 FST CALL NEXT FST CALL Donald Wennerstrom-7/19/2002
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