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Technology Stocks
Semi Equipment Analysis
An SI Board Since October 2000
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4341Amen! Morgan should be put in jail for the comments he made in the AMAT pressBarry-7/27/2002
4340G, Tnx for explanation of PnF v. Candlesticks. <eom>Sam Citron-7/26/2002
4339Sam, PnF is slower to give signals. Candlesticks are day to day. Look at the PnFGottfried-7/26/2002
4338G, I notice that INTC is PnF buy, but a candlestick sell. [Lit Wick #1 "beSam Citron-7/26/2002
4337bpndx is 26 today vs 28 yesterday July 15. - July 26. NDX stocks on PnF buy siGottfried-7/26/2002
4336True, until the totally unexpected "next big thing" becomes reality.Ian@SI-7/26/2002
4335Ian, the cyclical nature remains, but valuation may stay permanently lower than Gottfried-7/26/2002
4334G., It becomes permanent if there's a significant fundamental change. As IIan@SI-7/26/2002
4333Bullish % distribution graph Message 17799087 you may wish to bookmark this oneGottfried-7/26/2002
4332Bob, don't want to interrupt your trading, but maybe you can respond tomorroGottfried-7/26/2002
4331ork, thanks for the response. 2.0 sounds fair. as for PE, would work better fHenry D-7/26/2002
4330Kirk, OT *** sailing tomorrow :) [end]Gottfried-7/26/2002
4329<I>Kirk, your suspicions sound reasonable. Maybe some day we'll find oKirk ©-7/26/2002
4328Another thing re valuation is that the main semi-equips (with the exception of KBWAC-7/26/2002
4327From Briefing.com: 8:59AM S&P futures vs fair value: flat. Nasdaq futures vReturn to Sender-7/26/2002
4326Kirk, your suspicions sound reasonable. Maybe some day we'll find out how thGottfried-7/26/2002
4325I heard this mentioned on CNBC so I wrote this: suite101.com Exerpt: <I>IKirk ©-7/26/2002
4324I found Hickey's July issue. AMAT's historical P/S from 1989-1998 was 2orkrious-7/26/2002
4323<i>Brooks-PRI to restate Q1, Q2 revenue lower --6:59am - By Tomi KilgoreThe Ox-7/26/2002
4322Brian, good work. "Goldman Sachs upgraded the chip equipment sector on beliGottfried-7/26/2002
4321Well, I admit AMAT is much more reasonably valued now than during the last couplorkrious-7/26/2002
4320<i>had a PE of 12/3 in 1990 and 13.9 in 1995</i> OK, let's lookProud_Infidel-7/26/2002
4319why isn't PE a good gauge? Fred Hickey has done some good work on this. I orkrious-7/26/2002
4318ork, P/S of 1.5 to 2 is fair i heard somewhere for most companies. dont know iHenry D-7/26/2002
4317Soundview Research pdf links by date (scroll down): research.soundview.com (LRCXThe Ox-7/26/2002
4316<i>Chip companies forecast slow, uneven recovery By Duncan Martell ReutThe Ox-7/25/2002
4315What don't you understand? The company got the right to the money interest fBerk-7/25/2002
4314From Briefing.com: 5:49PM Qualcomm (QCOM) 25.65 -3.45: -- Update -- On call, comReturn to Sender-7/25/2002
4313<i>Nvls at 23 sure seems cheap</i> 4.5x sales is cheap?orkrious-7/25/2002
4312I went shopping yesterday. Today I wish I had waited. We are seeing a little strReturn to Sender-7/25/2002
4311Bob, I got to dig a little deeper on the current value of NVLS. So I'm on thLemonHead-7/25/2002
4310Well, RtS, your firesale prices arrived with a bang. I jumped in three times to JSLyons-7/25/2002
4309Hi Keith, I've been on the road today - only to find out about carnage justrobert b furman-7/25/2002
4308I see a lot of Biotechs there on a brief glance. So I would guess that is a reasReturn to Sender-7/25/2002
4307NDX stocks on PnF buy signals [bpNDX] today 28, yesterday 25, If that puzzles yGottfried-7/25/2002
4306From Briefing.com: 1:12PM New 52-Week Lows : Among the standout names hitting neReturn to Sender-7/25/2002
4305Bob, are you buying NVLS today or waiting? TIA KeithLemonHead-7/25/2002
4304From Briefing.com: 8:53AM S&P futures vs fair value: -4.5. Nasdaq futures vsReturn to Sender-7/25/2002
4303<i>Deutsche Bank says chip equip. rally 'unsustainable' --8:44amThe Ox-7/25/2002
4302And after the dust settled the VIX did indeed predict this bottom just as it didReturn to Sender-7/25/2002
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